+34.8%
SMCI vs RGEN
+1.9%
+32.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -1.3% | -2.9% | +1.6% | -0.3% |
| 30D | +18.3% | -0.1% | +18.3% | +18.1% |
| 3M | +27.7% | +25.9% | +1.8% | +16.8% |
| 6M | +17.6% | +35.2% | -17.6% | +4.8% |
| YTD | +27.7% | +0.5% | +27.2% | +24.9% |
| 1Y | -14.9% | +37.0% | -51.8% | -24.8% |
| All | +34.8% | +1.9% | +32.9% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling