+1,008.2%
SMCI vs WM
+53.3%
+954.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +1.6% |
| 7D | +9.7% | -0.9% | +10.6% | +9.6% |
| 30D | +29.3% | -4.3% | +33.7% | +28.7% |
| 3M | -8.5% | +0.8% | -9.2% | -8.7% |
| 6M | +28.6% | -10.8% | +39.3% | +29.9% |
| YTD | +37.5% | -0.1% | +37.6% | +36.9% |
| 1Y | +0.5% | +1.0% | -0.5% | -0.1% |
| 3Y | +43.4% | +45.1% | -1.6% | +23.2% |
| 5Y | +1,008.2% | +52.1% | +956.1% | +810.5% |
| All | +1,008.2% | +53.3% | +954.8% | +810.5% |
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