+2,981.1%
SMCI vs IWD
+387.7%
+2,593.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.4% | -10.9% | -10.8% |
| 7D | -0.3% | +1.7% | -2.0% | -2.2% |
| 30D | -30.9% | +3.2% | -34.1% | -33.4% |
| 3M | -28.2% | +2.3% | -30.5% | -30.1% |
| 6M | -17.7% | +12.9% | -30.6% | -27.6% |
| YTD | -7.8% | +26.2% | -34.0% | -27.2% |
| 1Y | -28.8% | +28.3% | -57.1% | -44.7% |
| 3Y | +1.5% | +84.4% | -82.9% | -46.0% |
| 5Y | +517.8% | +73.0% | +444.8% | +262.2% |
| 10Y | +958.4% | +203.3% | +755.1% | +249.4% |
| All | +2,981.1% | +387.7% | +2,593.4% | +418.0% |
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 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