-23.4%
SMCI vs IWD
+28.9%
-52.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -1.1% |
| 7D | -6.6% | +2.3% | -8.8% | -12.3% |
| 30D | -24.9% | +3.6% | -28.5% | -33.1% |
| 3M | -31.4% | +2.2% | -33.5% | -36.2% |
| 6M | -16.0% | +13.0% | -29.0% | -44.6% |
| YTD | -8.2% | +26.5% | -34.7% | -54.2% |
| 1Y | -23.4% | +30.1% | -53.6% | -63.8% |
| All | -23.4% | +28.9% | -52.3% | -63.8% |
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