+4,495.9%
SMCI vs RGEN
+5,133.9%
-638.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +9.7% | -0.9% | +10.5% | +9.9% |
| 30D | +29.3% | +2.8% | +26.5% | +28.2% |
| 3M | -8.5% | +34.5% | -42.9% | -16.2% |
| 6M | +28.6% | +40.5% | -11.9% | +16.8% |
| YTD | +37.5% | +2.8% | +34.7% | +35.1% |
| 1Y | +0.5% | +39.6% | -39.1% | -8.9% |
| 3Y | +43.4% | +4.4% | +39.0% | +34.2% |
| 5Y | +1,008.2% | -42.8% | +1,050.9% | +1,036.5% |
| 10Y | +1,776.0% | +406.7% | +1,369.3% | +999.8% |
| All | +4,495.9% | +5,133.9% | -638.0% | +1,356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling