-14.9%
SMCI vs IWD
+27.7%
-42.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.1% |
| 7D | -1.3% | -2.3% | +1.0% | +6.1% |
| 30D | +18.3% | -1.8% | +20.1% | +24.5% |
| 3M | +27.7% | +8.0% | +19.7% | -3.1% |
| 6M | +17.6% | +17.0% | +0.6% | -26.5% |
| YTD | +27.7% | +21.3% | +6.4% | -24.1% |
| 1Y | -14.9% | +27.9% | -42.8% | -52.0% |
| All | -14.9% | +27.7% | -42.6% | -52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling