+1,745.9%
SMCI vs WM
+303.2%
+1,442.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +5.2% | -1.2% | +6.4% | +5.6% |
| 30D | +23.7% | -4.5% | +28.2% | +25.2% |
| 3M | -4.2% | -2.2% | -2.0% | -4.7% |
| 6M | +21.7% | -11.5% | +33.2% | +25.1% |
| YTD | +33.0% | -0.7% | +33.7% | +30.0% |
| 1Y | -9.3% | +0.3% | -9.6% | -12.3% |
| 3Y | +38.7% | +44.2% | -5.5% | +6.3% |
| 5Y | +967.2% | +51.6% | +915.6% | +676.0% |
| 10Y | +1,745.9% | +310.4% | +1,435.5% | +582.0% |
| All | +1,745.9% | +303.2% | +1,442.7% | +582.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling