+4,495.9%
SMCI vs RIG
-92.5%
+4,588.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | +9.7% | -2.7% | +12.4% | +10.2% |
| 30D | +29.3% | +9.5% | +19.8% | +26.7% |
| 3M | -8.5% | -6.6% | -1.8% | -7.6% |
| 6M | +28.6% | -2.9% | +31.5% | +28.4% |
| YTD | +37.5% | +39.5% | -1.9% | +27.7% |
| 1Y | +0.5% | +82.3% | -81.7% | -12.1% |
| 3Y | +43.4% | -29.6% | +73.0% | +43.6% |
| 5Y | +1,008.2% | +63.2% | +945.0% | +781.2% |
| 10Y | +1,776.0% | -45.0% | +1,821.0% | +1,254.7% |
| All | +4,495.9% | -92.5% | +4,588.4% | +4,528.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling