+383.4%
IWM vs SMCI
+4,373.4%
-3,990.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.3% | -0.5% |
| 7D | +0.1% | +6.8% | -6.7% | -1.0% |
| 30D | -1.3% | +30.6% | -31.8% | -5.9% |
| 3M | +1.6% | -15.6% | +17.2% | +1.7% |
| 6M | +13.6% | +21.3% | -7.7% | +4.3% |
| YTD | +20.8% | +35.3% | -14.5% | +8.1% |
| 1Y | +26.4% | -2.7% | +29.1% | +18.6% |
| 3Y | +60.7% | +40.3% | +20.4% | +11.6% |
| 5Y | +38.2% | +941.8% | -903.7% | -44.9% |
| 10Y | +169.5% | +1,687.4% | -1,517.9% | -15.5% |
| All | +383.4% | +4,373.4% | -3,990.1% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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