-37.6%
SMCI vs WFC
+2.7%
-40.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.2% | -7.9% | -6.5% |
| 7D | -17.3% | +4.5% | -21.8% | -18.7% |
| 30D | -31.5% | +7.4% | -38.8% | -33.5% |
| 3M | -6.6% | -0.5% | -6.1% | -6.1% |
| 6M | +6.0% | +11.7% | -5.7% | -0.8% |
| YTD | +1.1% | -4.6% | +5.8% | +7.9% |
| 1Y | -37.6% | +2.5% | -40.1% | -42.2% |
| All | -37.6% | +2.7% | -40.2% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 1y: compounded portfolio wealth divided by compounded WFC 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…
1y analysis · Full analysis span regression · 6 months rolling