+3,072.4%
SMCI vs WM
+1,055.6%
+2,016.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.2% | -3.0% |
| 7D | -11.5% | +1.2% | -12.6% | -12.2% |
| 30D | -33.6% | +13.7% | -47.3% | -38.7% |
| 3M | -11.7% | +5.2% | -16.9% | -15.4% |
| 6M | -21.4% | +11.2% | -32.6% | -28.7% |
| YTD | -5.1% | +9.4% | -14.5% | -14.0% |
| 1Y | -30.9% | +20.4% | -51.2% | -41.1% |
| 3Y | +4.5% | +44.7% | -40.2% | -24.8% |
| 5Y | +534.2% | +58.5% | +475.7% | +318.8% |
| 10Y | +1,062.8% | +326.4% | +736.4% | +267.0% |
| All | +3,072.4% | +1,055.6% | +2,016.8% | +371.9% |
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 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