+34.8%
SMCI vs WING
-29.7%
+64.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | +18.3% | -0.5% | +18.8% | +17.6% |
| 3M | +27.7% | -23.9% | +51.6% | +37.5% |
| 6M | +17.6% | -48.9% | +66.5% | +46.2% |
| YTD | +27.7% | -53.3% | +81.1% | +60.8% |
| 1Y | -14.9% | -60.3% | +45.4% | +13.9% |
| All | +34.8% | -29.7% | +64.5% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling