+980.0%
SMCI vs RIG
+59.7%
+920.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.0% | +7.7% |
| 7D | +1.3% | -3.1% | +4.4% | +1.9% |
| 30D | +6.6% | -0.5% | +7.1% | +6.6% |
| 3M | +25.4% | -6.0% | +31.4% | +26.6% |
| 6M | +26.1% | -10.1% | +36.3% | +27.8% |
| YTD | +37.0% | +37.3% | -0.3% | +26.6% |
| 1Y | -8.8% | +73.9% | -82.7% | -20.5% |
| 3Y | +44.6% | -30.2% | +74.8% | +42.5% |
| All | +980.0% | +59.7% | +920.3% | +743.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling