-8.8%
SMCI vs RIG
+77.2%
-85.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.0% | +7.7% |
| 7D | +1.3% | -3.1% | +4.4% | +2.0% |
| 30D | +6.6% | -0.5% | +7.1% | +6.5% |
| 3M | +25.4% | -6.0% | +31.4% | +25.9% |
| 6M | +26.1% | -10.1% | +36.3% | +26.5% |
| YTD | +37.0% | +37.3% | -0.3% | +27.6% |
| 1Y | -8.8% | +73.9% | -82.7% | -15.5% |
| All | -8.8% | +77.2% | -85.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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