+41.1%
SMCI vs WM
+45.0%
-3.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +3.9% |
| 7D | +6.8% | -0.3% | +7.1% | +6.6% |
| 30D | +30.6% | -2.4% | +32.9% | +29.4% |
| 3M | -15.6% | +0.4% | -16.0% | -14.8% |
| 6M | +21.3% | -9.5% | +30.7% | +21.4% |
| YTD | +35.3% | +0.5% | +34.8% | +37.2% |
| 1Y | -2.7% | -1.1% | -1.6% | -0.9% |
| All | +41.1% | +45.0% | -3.9% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling