+4,495.9%
SMCI vs WCC
+485.1%
+4,010.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +0.5% |
| 7D | +9.7% | +8.5% | +1.2% | +5.7% |
| 30D | +29.3% | -1.0% | +30.3% | +29.7% |
| 3M | -8.5% | +2.1% | -10.6% | -8.2% |
| 6M | +28.6% | +36.8% | -8.2% | +14.0% |
| YTD | +37.5% | +47.7% | -10.2% | +17.4% |
| 1Y | +0.5% | +66.5% | -66.0% | -19.1% |
| 3Y | +43.4% | +134.2% | -90.7% | -5.5% |
| 5Y | +1,008.2% | +231.6% | +776.5% | +501.9% |
| 10Y | +1,776.0% | +508.1% | +1,267.9% | +562.3% |
| All | +4,495.9% | +485.1% | +4,010.8% | +1,082.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling