+1,062.8%
SMCI vs SW
+184.4%
+878.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.9% |
| 7D | -11.5% | +2.2% | -13.6% | -11.9% |
| 30D | -33.6% | +7.4% | -41.0% | -34.6% |
| 3M | -11.7% | -5.9% | -5.7% | -10.8% |
| 6M | -21.4% | +9.0% | -30.4% | -22.5% |
| YTD | -5.1% | +18.1% | -23.2% | -7.5% |
| 1Y | -30.9% | +28.7% | -59.5% | -33.5% |
| 3Y | +4.5% | +48.8% | -44.3% | -1.9% |
| 5Y | +534.2% | +2.5% | +531.7% | +504.7% |
| 10Y | +1,062.8% | +184.4% | +878.3% | +908.5% |
| All | +1,062.8% | +184.4% | +878.3% | +908.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling