-2.7%
SMCI vs WAT
+41.4%
-44.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +5.1% |
| 7D | +6.8% | -1.3% | +8.0% | +7.5% |
| 30D | +30.6% | +2.3% | +28.2% | +28.9% |
| 3M | -15.6% | +8.7% | -24.3% | -19.0% |
| 6M | +21.3% | +28.3% | -7.1% | +9.0% |
| YTD | +35.3% | +7.8% | +27.5% | +26.2% |
| 1Y | -2.7% | +36.6% | -39.3% | -14.5% |
| All | -2.7% | +41.4% | -44.2% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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