-37.6%
SMCI vs WMB
+22.7%
-60.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -6.4% | +0.7% | -3.8% |
| 7D | -17.3% | -8.6% | -8.7% | -15.0% |
| 30D | -31.5% | -4.2% | -27.3% | -30.0% |
| 3M | -6.6% | -4.4% | -2.2% | -4.2% |
| 6M | +6.0% | -8.7% | +14.7% | +8.5% |
| YTD | +1.1% | +15.4% | -14.2% | +0.8% |
| 1Y | -37.6% | +23.7% | -61.3% | -42.0% |
| All | -37.6% | +22.7% | -60.2% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling