+4,419.4%
SMCI vs WM
+961.4%
+3,458.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +5.2% |
| 7D | +6.8% | -0.3% | +7.1% | +6.9% |
| 30D | +30.6% | -2.4% | +32.9% | +31.8% |
| 3M | -15.6% | +0.4% | -16.0% | -17.7% |
| 6M | +21.3% | -9.5% | +30.7% | +24.3% |
| YTD | +35.3% | +0.5% | +34.8% | +30.0% |
| 1Y | -2.7% | -1.1% | -1.6% | -6.6% |
| 3Y | +40.3% | +46.0% | -5.7% | +0.1% |
| 5Y | +941.8% | +51.8% | +890.0% | +606.3% |
| 10Y | +1,687.4% | +307.5% | +1,379.8% | +481.4% |
| All | +4,419.4% | +961.4% | +3,458.0% | +613.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling