+21.7%
SMCI vs WCC
+38.2%
-16.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.0% |
| 7D | +5.2% | +6.8% | -1.6% | -1.6% |
| 30D | +23.7% | -3.0% | +26.8% | +26.8% |
| 3M | -4.2% | +0.2% | -4.4% | -2.6% |
| 6M | +21.7% | +33.2% | -11.4% | -12.6% |
| All | +21.7% | +38.2% | -16.5% | -12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling