+44.6%
SMCI vs WCN
+18.4%
+26.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -3.1% | +4.4% | +1.4% |
| 30D | +6.6% | -3.4% | +10.0% | +6.8% |
| 3M | +25.4% | +3.0% | +22.5% | +23.2% |
| 6M | +26.1% | -3.8% | +29.9% | +27.3% |
| YTD | +37.0% | -8.3% | +45.3% | +41.7% |
| 1Y | -8.8% | -9.7% | +1.0% | -5.0% |
| 3Y | +44.6% | +17.2% | +27.4% | +13.3% |
| All | +44.6% | +18.4% | +26.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling