-2.7%
SMCI vs RGEN
+45.2%
-47.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +5.0% |
| 7D | +6.8% | -4.9% | +11.7% | +8.5% |
| 30D | +30.6% | +5.7% | +24.9% | +27.8% |
| 3M | -15.6% | +32.4% | -48.0% | -25.5% |
| 6M | +21.3% | +33.2% | -11.9% | +5.0% |
| YTD | +35.3% | +2.3% | +33.0% | +29.0% |
| 1Y | -2.7% | +39.0% | -41.7% | -17.4% |
| All | -2.7% | +45.2% | -47.9% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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