+1,770.3%
SMCI vs WEC
+146.6%
+1,623.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -0.6% | +1.9% | +1.3% |
| 30D | +6.6% | -2.6% | +9.2% | +6.7% |
| 3M | +25.4% | -6.0% | +31.5% | +25.7% |
| 6M | +26.1% | -5.4% | +31.6% | +26.4% |
| YTD | +37.0% | +2.5% | +34.5% | +37.0% |
| 1Y | -8.8% | -0.7% | -8.0% | -8.7% |
| 3Y | +44.6% | +38.7% | +5.9% | +39.3% |
| 5Y | +995.9% | +31.7% | +964.3% | +957.3% |
| All | +1,770.3% | +146.6% | +1,623.8% | +1,714.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling