+4,419.4%
SMCI vs RY
+766.9%
+3,652.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.0% |
| 7D | +6.8% | +3.1% | +3.7% | +4.5% |
| 30D | +30.6% | -0.3% | +30.9% | +31.1% |
| 3M | -15.6% | +8.7% | -24.2% | -20.2% |
| 6M | +21.3% | +28.5% | -7.3% | +3.1% |
| YTD | +35.3% | +25.1% | +10.1% | +17.4% |
| 1Y | -2.7% | +46.3% | -49.0% | -24.0% |
| 3Y | +40.3% | +154.9% | -114.6% | -24.1% |
| 5Y | +941.8% | +140.3% | +801.5% | +490.4% |
| 10Y | +1,687.4% | +377.0% | +1,310.3% | +567.9% |
| All | +4,419.4% | +766.9% | +3,652.5% | +975.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling