+34.8%
SMCI vs RIG
-30.5%
+65.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.0% | -4.2% |
| 7D | -1.3% | -4.2% | +2.9% | -0.4% |
| 30D | +18.3% | -0.7% | +19.0% | +18.2% |
| 3M | +27.7% | -4.0% | +31.7% | +28.3% |
| 6M | +17.6% | -6.3% | +23.9% | +17.9% |
| YTD | +27.7% | +39.7% | -12.0% | +17.5% |
| 1Y | -14.9% | +78.1% | -93.0% | -26.2% |
| All | +34.8% | -30.5% | +65.3% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling