+4,167.1%
SMCI vs WCN
+1,267.0%
+2,900.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.3% |
| 7D | -1.3% | -4.4% | +3.1% | +1.3% |
| 30D | +18.3% | -4.4% | +22.7% | +21.1% |
| 3M | +27.7% | +0.5% | +27.2% | +24.9% |
| 6M | +17.6% | -3.3% | +20.8% | +15.5% |
| YTD | +27.7% | -8.5% | +36.2% | +29.8% |
| 1Y | -14.9% | -8.9% | -5.9% | -13.9% |
| 3Y | +33.2% | +18.0% | +15.1% | +12.6% |
| 5Y | +921.6% | +25.0% | +896.5% | +713.6% |
| 10Y | +1,672.4% | +234.7% | +1,437.7% | +621.3% |
| All | +4,167.1% | +1,267.0% | +2,900.1% | +539.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling