-8.8%
SMCI vs WFC
+15.0%
-23.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +6.9% |
| 7D | +1.3% | +0.4% | +0.9% | +1.1% |
| 30D | +6.6% | +1.5% | +5.1% | +6.0% |
| 3M | +25.4% | +10.2% | +15.2% | +20.3% |
| 6M | +26.1% | +18.8% | +7.3% | +14.3% |
| YTD | +37.0% | -1.5% | +38.5% | +38.9% |
| 1Y | -8.8% | +13.5% | -22.3% | -10.8% |
| All | -8.8% | +15.0% | -23.8% | -10.8% |
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