+1,770.3%
SMCI vs WMB
+304.9%
+1,465.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -1.8% | +3.0% | +2.2% |
| 30D | +6.6% | -1.2% | +7.8% | +7.0% |
| 3M | +25.4% | +2.5% | +23.0% | +24.2% |
| 6M | +26.1% | -0.7% | +26.8% | +25.9% |
| YTD | +37.0% | +23.0% | +14.0% | +22.3% |
| 1Y | -8.8% | +26.7% | -35.4% | -19.9% |
| 3Y | +44.6% | +140.2% | -95.6% | -6.4% |
| 5Y | +995.9% | +271.1% | +724.8% | +478.7% |
| All | +1,770.3% | +304.9% | +1,465.5% | +765.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling