-8.8%
SMCI vs WING
-58.1%
+49.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.0% | +1.3% | +6.8% |
| 7D | +1.3% | +7.2% | -5.9% | +0.7% |
| 30D | +6.6% | +4.8% | +1.8% | +6.1% |
| 3M | +25.4% | -23.7% | +49.1% | +27.9% |
| 6M | +26.1% | -43.6% | +69.7% | +32.7% |
| YTD | +37.0% | -50.6% | +87.6% | +47.0% |
| 1Y | -8.8% | -57.0% | +48.3% | +9.7% |
| All | -8.8% | -58.1% | +49.4% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling