+4,495.9%
SMCI vs WAT
+602.7%
+3,893.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.4% |
| 7D | +9.7% | -0.7% | +10.4% | +10.0% |
| 30D | +29.3% | -1.0% | +30.3% | +29.8% |
| 3M | -8.5% | +10.9% | -19.4% | -12.1% |
| 6M | +28.6% | +33.2% | -4.6% | +14.5% |
| YTD | +37.5% | +6.1% | +31.5% | +33.9% |
| 1Y | +0.5% | +30.2% | -29.7% | -10.7% |
| 3Y | +43.4% | +52.9% | -9.4% | +11.3% |
| 5Y | +1,008.2% | -5.1% | +1,013.3% | +940.0% |
| 10Y | +1,776.0% | +152.6% | +1,623.4% | +940.2% |
| All | +4,495.9% | +602.7% | +3,893.2% | +1,310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling