+2,981.1%
SMCI vs RY
+739.5%
+2,241.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.4% | -10.9% | -11.0% |
| 7D | -0.3% | -0.5% | +0.2% | 0.0% |
| 30D | -30.9% | +4.7% | -35.7% | -33.1% |
| 3M | -28.2% | -4.5% | -23.8% | -26.0% |
| 6M | -17.7% | +12.5% | -30.2% | -24.0% |
| YTD | -7.8% | +21.1% | -28.9% | -18.3% |
| 1Y | -28.8% | +38.6% | -67.5% | -42.3% |
| 3Y | +1.5% | +160.2% | -158.7% | -45.8% |
| 5Y | +517.8% | +124.7% | +393.1% | +265.6% |
| 10Y | +958.4% | +352.3% | +606.1% | +308.9% |
| All | +2,981.1% | +739.5% | +2,241.6% | +648.7% |
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