+40.4%
SMCI vs IWD
+69.9%
-29.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.1% |
| 7D | +5.2% | -1.2% | +6.4% | +7.7% |
| 30D | +23.7% | -1.6% | +25.4% | +27.7% |
| 3M | -4.2% | +7.0% | -11.2% | -16.0% |
| 6M | +21.7% | +17.0% | +4.8% | -7.8% |
| YTD | +33.0% | +21.6% | +11.4% | -4.9% |
| 1Y | -9.3% | +28.0% | -37.3% | -40.3% |
| All | +40.4% | +69.9% | -29.5% | -49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling