+1,770.3%
SMCI vs IWD
+203.8%
+1,566.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.1% |
| 7D | +1.3% | -0.8% | +2.1% | +2.4% |
| 30D | +6.6% | -0.8% | +7.5% | +7.8% |
| 3M | +25.4% | +6.9% | +18.5% | +14.9% |
| 6M | +26.1% | +18.3% | +7.9% | +4.2% |
| YTD | +37.0% | +22.4% | +14.6% | +9.1% |
| 1Y | -8.8% | +27.4% | -36.2% | -30.7% |
| 3Y | +44.6% | +71.2% | -26.6% | -21.6% |
| 5Y | +995.9% | +75.7% | +920.2% | +491.3% |
| All | +1,770.3% | +203.8% | +1,566.6% | +448.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling