+1,770.3%
SMCI vs WING
+407.7%
+1,362.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.0% | +1.3% | +5.4% |
| 7D | +1.3% | +7.2% | -5.9% | -0.9% |
| 30D | +6.6% | +4.8% | +1.8% | +4.4% |
| 3M | +25.4% | -23.7% | +49.1% | +34.3% |
| 6M | +26.1% | -43.6% | +69.7% | +47.2% |
| YTD | +37.0% | -50.6% | +87.6% | +64.3% |
| 1Y | -8.8% | -57.0% | +48.3% | +13.2% |
| 3Y | +44.6% | -28.3% | +72.9% | +52.6% |
| 5Y | +995.9% | -32.4% | +1,028.3% | +995.7% |
| All | +1,770.3% | +407.7% | +1,362.6% | +1,004.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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