-2.7%
SMCI vs MGY
+15.5%
-18.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +4.4% |
| 7D | +6.8% | +2.1% | +4.7% | +6.9% |
| 30D | +30.6% | +13.8% | +16.8% | +31.7% |
| 3M | -15.6% | -4.3% | -11.3% | -15.5% |
| 6M | +21.3% | -5.1% | +26.3% | +15.9% |
| YTD | +35.3% | +24.8% | +10.5% | +15.4% |
| 1Y | -2.7% | +11.8% | -14.5% | -14.4% |
| All | -2.7% | +15.5% | -18.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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