+906.7%
SMCI vs WCC
+212.3%
+694.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.7% | -2.2% |
| 7D | -1.3% | +1.7% | -3.0% | -2.1% |
| 30D | +18.3% | -6.1% | +24.3% | +22.2% |
| 3M | +27.7% | +3.1% | +24.6% | +26.1% |
| 6M | +17.6% | +28.2% | -10.7% | +5.8% |
| YTD | +27.7% | +41.1% | -13.4% | +9.0% |
| 1Y | -14.9% | +61.3% | -76.2% | -32.4% |
| 3Y | +33.2% | +123.6% | -90.5% | -16.5% |
| All | +906.7% | +212.3% | +694.4% | +400.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling