-8.8%
SMCI vs WCC
+66.6%
-75.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.5% | +4.2% |
| 7D | +1.3% | +1.5% | -0.2% | +0.2% |
| 30D | +6.6% | -2.1% | +8.7% | +8.1% |
| 3M | +25.4% | +3.8% | +21.6% | +21.6% |
| 6M | +26.1% | +35.0% | -8.8% | +6.2% |
| YTD | +37.0% | +46.4% | -9.4% | +11.1% |
| 1Y | -8.8% | +63.0% | -71.7% | -26.3% |
| All | -8.8% | +66.6% | -75.3% | -26.3% |
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 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