+1,770.3%
SMCI vs WMB
+307.8%
+1,462.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.9% |
| 7D | +1.3% | -1.0% | +2.3% | +1.9% |
| 30D | +6.6% | -0.4% | +7.1% | +6.6% |
| 3M | +25.4% | +3.2% | +22.2% | +23.8% |
| 6M | +26.1% | +0.1% | +26.1% | +25.5% |
| YTD | +37.0% | +23.9% | +13.1% | +21.9% |
| 1Y | -8.8% | +27.6% | -36.4% | -20.1% |
| 3Y | +44.6% | +141.9% | -97.3% | -6.7% |
| 5Y | +995.9% | +273.8% | +722.2% | +476.9% |
| All | +1,770.3% | +307.8% | +1,462.5% | +762.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling