+980.0%
SMCI vs W
-62.2%
+1,042.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +6.9% |
| 7D | +1.3% | -0.9% | +2.2% | +1.6% |
| 30D | +6.6% | -4.2% | +10.9% | +7.8% |
| 3M | +25.4% | +26.9% | -1.5% | +14.3% |
| 6M | +26.1% | +31.2% | -5.1% | +14.7% |
| YTD | +37.0% | -1.8% | +38.8% | +33.0% |
| 1Y | -8.8% | +9.3% | -18.1% | -15.9% |
| 3Y | +44.6% | +33.2% | +11.4% | +13.4% |
| All | +980.0% | -62.2% | +1,042.2% | +823.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling