+1,770.3%
SMCI vs WCC
+541.6%
+1,228.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.5% | +5.6% |
| 7D | +1.3% | +1.5% | -0.2% | +0.7% |
| 30D | +6.6% | -2.1% | +8.7% | +7.6% |
| 3M | +25.4% | +3.8% | +21.6% | +23.9% |
| 6M | +26.1% | +35.0% | -8.8% | +13.2% |
| YTD | +37.0% | +46.4% | -9.4% | +18.4% |
| 1Y | -8.8% | +63.0% | -71.7% | -25.0% |
| 3Y | +44.6% | +133.9% | -89.3% | -2.2% |
| 5Y | +995.9% | +226.5% | +769.4% | +529.5% |
| All | +1,770.3% | +541.6% | +1,228.7% | +577.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling