-37.6%
SMCI vs WCC
+24.5%
-62.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -9.9% | +4.2% | +3.0% |
| 7D | -17.3% | -8.8% | -8.6% | -11.2% |
| 30D | -31.5% | -16.0% | -15.5% | -20.7% |
| 3M | -6.6% | -15.2% | +8.6% | +6.7% |
| 6M | +6.0% | -8.4% | +14.4% | +16.3% |
| YTD | +1.1% | +30.1% | -29.0% | -16.1% |
| 1Y | -37.6% | +26.4% | -64.0% | -48.1% |
| All | -37.6% | +24.5% | -62.0% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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