+1,770.3%
SMCI vs W
+158.6%
+1,611.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +7.0% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | +6.6% | -4.2% | +10.9% | +7.6% |
| 3M | +25.4% | +26.9% | -1.5% | +16.5% |
| 6M | +26.1% | +31.2% | -5.1% | +17.1% |
| YTD | +37.0% | -1.8% | +38.8% | +34.2% |
| 1Y | -8.8% | +9.3% | -18.1% | -14.1% |
| 3Y | +44.6% | +33.2% | +11.4% | +22.0% |
| 5Y | +995.9% | -62.4% | +1,058.3% | +910.1% |
| All | +1,770.3% | +158.6% | +1,611.8% | +929.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling