+4,344.1%
SMCI vs WAB
+1,665.8%
+2,678.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.5% |
| 7D | +5.2% | +0.2% | +5.0% | +5.1% |
| 30D | +23.7% | -4.6% | +28.3% | +26.9% |
| 3M | -4.2% | +5.6% | -9.8% | -5.8% |
| 6M | +21.7% | +13.8% | +7.9% | +15.4% |
| YTD | +33.0% | +31.9% | +1.1% | +16.7% |
| 1Y | -9.3% | +48.3% | -57.6% | -25.3% |
| 3Y | +38.7% | +167.1% | -128.4% | -15.4% |
| 5Y | +967.2% | +222.9% | +744.3% | +489.9% |
| 10Y | +1,745.9% | +289.9% | +1,456.0% | +717.9% |
| All | +4,344.1% | +1,665.8% | +2,678.3% | +746.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 all: compounded portfolio wealth divided by compounded WAB 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…
all analysis · Full analysis span regression · 6 months rolling