+34.8%
SMCI vs W
+34.3%
+0.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -2.8% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | +18.3% | -5.6% | +23.9% | +20.8% |
| 3M | +27.7% | +41.9% | -14.2% | +5.0% |
| 6M | +17.6% | +30.2% | -12.6% | +1.4% |
| YTD | +27.7% | -2.9% | +30.7% | +21.4% |
| 1Y | -14.9% | +11.6% | -26.4% | -27.0% |
| All | +34.8% | +34.3% | +0.5% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling