+44.6%
SMCI vs WBD
+145.7%
-101.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.4% |
| 7D | +1.3% | -0.7% | +2.0% | +1.5% |
| 30D | +6.6% | +1.4% | +5.2% | +6.2% |
| 3M | +25.4% | +4.4% | +21.0% | +24.1% |
| 6M | +26.1% | +0.8% | +25.3% | +26.3% |
| YTD | +37.0% | -2.7% | +39.7% | +38.1% |
| 1Y | -8.8% | +73.4% | -82.2% | -20.0% |
| 3Y | +44.6% | +142.1% | -97.5% | +16.1% |
| All | +44.6% | +145.7% | -101.2% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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