-2.7%
SMCI vs EOG
+24.8%
-27.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.1% | +4.4% |
| 7D | +6.8% | +1.3% | +5.5% | +7.3% |
| 30D | +30.6% | +8.2% | +22.4% | +34.3% |
| 3M | -15.6% | +3.8% | -19.4% | -13.6% |
| 6M | +21.3% | +15.3% | +5.9% | +22.2% |
| YTD | +35.3% | +41.7% | -6.5% | +32.5% |
| 1Y | -2.7% | +23.6% | -26.3% | -3.0% |
| All | -2.7% | +24.8% | -27.5% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 1y: compounded portfolio wealth divided by compounded EOG 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…
1y analysis · Full analysis span regression · 6 months rolling