+950.2%
SMCI vs WM
+331.3%
+618.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +1.6% | -12.9% | -11.7% |
| 7D | -0.3% | +1.2% | -1.5% | -0.7% |
| 30D | -30.9% | +15.2% | -46.2% | -33.7% |
| 3M | -28.2% | +8.3% | -36.6% | -30.1% |
| 6M | -17.7% | +13.1% | -30.8% | -22.0% |
| YTD | -7.8% | +12.5% | -20.3% | -13.1% |
| 1Y | -28.8% | +21.8% | -50.6% | -35.3% |
| 3Y | +1.5% | +48.8% | -47.3% | -20.4% |
| 5Y | +517.8% | +62.1% | +455.7% | +353.1% |
| All | +950.2% | +331.3% | +618.9% | +386.1% |
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 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