+4,495.9%
SMCI vs WEC
+711.4%
+3,784.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | +9.7% | +0.8% | +8.9% | +9.4% |
| 30D | +29.3% | +0.3% | +29.0% | +29.2% |
| 3M | -8.5% | -2.9% | -5.6% | -7.9% |
| 6M | +28.6% | -5.9% | +34.5% | +30.5% |
| YTD | +37.5% | +4.1% | +33.4% | +35.9% |
| 1Y | +0.5% | +3.1% | -2.6% | -0.6% |
| 3Y | +43.4% | +40.8% | +2.7% | +25.2% |
| 5Y | +1,008.2% | +31.7% | +976.5% | +870.0% |
| 10Y | +1,776.0% | +141.1% | +1,635.0% | +1,037.9% |
| All | +4,495.9% | +711.4% | +3,784.5% | +1,041.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling