+537.8%
SMCI vs SW
-2.3%
+540.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -6.0% | +1.8% | -7.9% | -6.5% |
| 30D | -31.7% | +7.0% | -38.7% | -32.9% |
| 3M | -8.1% | -7.6% | -0.5% | -6.6% |
| 6M | -19.1% | +8.5% | -27.7% | -20.5% |
| YTD | -2.3% | +17.7% | -20.0% | -5.5% |
| 1Y | -28.1% | +27.1% | -55.1% | -31.4% |
| 3Y | +8.0% | +48.2% | -40.2% | +1.3% |
| 5Y | +537.8% | -2.3% | +540.2% | +500.8% |
| All | +537.8% | -2.3% | +540.2% | +500.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling