-37.6%
SMCI vs WM
+21.9%
-59.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.6% | -7.3% | -3.5% |
| 7D | -17.3% | +5.9% | -23.3% | -10.3% |
| 30D | -31.5% | +15.4% | -46.9% | -15.7% |
| 3M | -6.6% | +6.3% | -12.9% | +4.1% |
| 6M | +6.0% | +5.6% | +0.4% | +24.9% |
| YTD | +1.1% | +9.9% | -8.8% | +21.6% |
| 1Y | -37.6% | +20.8% | -58.4% | -24.1% |
| All | -37.6% | +21.9% | -59.5% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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