+1,557.0%
SMCI vs MGY
+210.4%
+1,346.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | +3.5% | -2.3% | +0.4% |
| 30D | +6.6% | +5.3% | +1.3% | +5.1% |
| 3M | +25.4% | +2.6% | +22.8% | +24.1% |
| 6M | +26.1% | -3.3% | +29.4% | +25.0% |
| YTD | +37.0% | +29.2% | +7.8% | +25.6% |
| 1Y | -8.8% | +18.0% | -26.8% | -14.5% |
| 3Y | +44.6% | +30.0% | +14.6% | +31.6% |
| 5Y | +995.9% | +92.7% | +903.3% | +792.3% |
| All | +1,557.0% | +210.4% | +1,346.6% | +1,024.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling