+541.4%
SMCI vs WM
+60.2%
+481.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.3% | +5.8% |
| 7D | -12.7% | +1.2% | -13.9% | -12.4% |
| 30D | -36.0% | +13.1% | -49.1% | -34.5% |
| 3M | -2.1% | +3.6% | -5.7% | -0.8% |
| 6M | -17.0% | +8.1% | -25.1% | -15.6% |
| YTD | -1.7% | +8.9% | -10.6% | -0.4% |
| 1Y | -28.7% | +20.3% | -49.0% | -28.9% |
| 3Y | +13.9% | +46.2% | -32.3% | +1.8% |
| All | +541.4% | +60.2% | +481.2% | +435.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling