-37.6%
SMCI vs GWW
+55.5%
-93.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.5% | -12.2% | -7.4% |
| 7D | -17.3% | +11.1% | -28.4% | -20.0% |
| 30D | -31.5% | +15.7% | -47.2% | -34.8% |
| 3M | -6.6% | +14.8% | -21.3% | -11.0% |
| 6M | +6.0% | +30.9% | -24.9% | -9.5% |
| YTD | +1.1% | +48.5% | -47.3% | -15.8% |
| 1Y | -37.6% | +57.1% | -94.7% | -47.8% |
| All | -37.6% | +55.5% | -93.0% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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