+4,419.4%
SMCI vs IWD
+376.5%
+4,042.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.3% |
| 7D | +6.8% | -0.3% | +7.0% | +7.1% |
| 30D | +30.6% | +0.6% | +30.0% | +29.6% |
| 3M | -15.6% | +7.2% | -22.8% | -21.4% |
| 6M | +21.3% | +16.2% | +5.1% | +4.6% |
| YTD | +35.3% | +23.3% | +11.9% | +9.7% |
| 1Y | -2.7% | +29.6% | -32.3% | -25.1% |
| 3Y | +40.3% | +70.5% | -30.1% | -18.4% |
| 5Y | +941.8% | +73.5% | +868.4% | +510.0% |
| 10Y | +1,687.4% | +198.3% | +1,489.0% | +502.1% |
| All | +4,419.4% | +376.5% | +4,042.9% | +680.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling