-8.8%
SMCI vs WMB
+28.2%
-37.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -1.8% | +3.0% | +1.7% |
| 30D | +6.6% | -1.2% | +7.8% | +7.1% |
| 3M | +25.4% | +2.5% | +23.0% | +26.5% |
| 6M | +26.1% | -0.7% | +26.8% | +25.8% |
| YTD | +37.0% | +23.0% | +14.0% | +26.1% |
| 1Y | -8.8% | +26.7% | -35.4% | -7.0% |
| All | -8.8% | +28.2% | -37.0% | -7.0% |
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