-35.6%
SMCI vs MGY
+10.4%
-46.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.6% | -9.2% | -8.4% |
| 7D | -21.3% | -10.3% | -11.1% | -22.8% |
| 30D | -37.7% | -1.8% | -35.9% | -37.5% |
| 3M | -10.7% | -0.1% | -10.6% | -10.3% |
| 6M | -2.7% | -22.8% | +20.1% | -6.2% |
| YTD | -7.5% | +9.5% | -17.0% | -25.8% |
| 1Y | -35.6% | +12.6% | -48.2% | -50.8% |
| All | -35.6% | +10.4% | -46.0% | -50.8% |
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