+980.0%
SMCI vs GWW
+222.0%
+758.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.0% |
| 7D | +1.3% | -3.4% | +4.6% | +3.0% |
| 30D | +6.6% | -1.9% | +8.5% | +7.5% |
| 3M | +25.4% | -2.4% | +27.8% | +26.0% |
| 6M | +26.1% | +15.7% | +10.4% | +16.0% |
| YTD | +37.0% | +27.6% | +9.4% | +20.5% |
| 1Y | -8.8% | +27.2% | -35.9% | -19.8% |
| 3Y | +44.6% | +89.7% | -45.1% | -2.9% |
| All | +980.0% | +222.0% | +758.0% | +429.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling