+1,086.6%
SMCI vs WING
+407.0%
+679.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +9.7% | -0.1% | +9.8% | +9.7% |
| 30D | +29.3% | -6.0% | +35.4% | +31.0% |
| 3M | -8.5% | -23.5% | +15.0% | -2.5% |
| 6M | +28.6% | -52.0% | +80.6% | +57.2% |
| YTD | +37.5% | -53.8% | +91.3% | +67.5% |
| 1Y | +0.5% | -63.8% | +64.3% | +30.9% |
| 3Y | +43.4% | -30.8% | +74.2% | +53.0% |
| 5Y | +1,008.2% | -34.3% | +1,042.5% | +1,021.8% |
| 10Y | +1,776.0% | +352.4% | +1,423.7% | +1,014.8% |
| All | +1,086.6% | +407.0% | +679.6% | +539.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling