+4,495.9%
SMCI vs WFC
+330.3%
+4,165.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.5% |
| 7D | +9.7% | +1.1% | +8.6% | +9.2% |
| 30D | +29.3% | +0.8% | +28.5% | +28.9% |
| 3M | -8.5% | +9.3% | -17.7% | -11.7% |
| 6M | +28.6% | +10.6% | +18.0% | +23.0% |
| YTD | +37.5% | -4.1% | +41.6% | +38.8% |
| 1Y | +0.5% | +13.6% | -13.0% | -4.8% |
| 3Y | +43.4% | +130.7% | -87.3% | +2.6% |
| 5Y | +1,008.2% | +126.7% | +881.4% | +691.8% |
| 10Y | +1,776.0% | +132.1% | +1,643.9% | +1,155.5% |
| All | +4,495.9% | +330.3% | +4,165.6% | +2,329.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling