-2.7%
SMCI vs W
+25.7%
-28.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.5% | +2.0% | +3.9% |
| 7D | +6.8% | -4.2% | +10.9% | +7.9% |
| 30D | +30.6% | -7.6% | +38.1% | +33.1% |
| 3M | -15.6% | +37.2% | -52.8% | -24.5% |
| 6M | +21.3% | +26.3% | -5.1% | +8.3% |
| YTD | +35.3% | -1.0% | +36.2% | +19.5% |
| 1Y | -2.7% | +20.1% | -22.8% | -14.5% |
| All | -2.7% | +25.7% | -28.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling