+2,967.4%
SMCI vs WMB
+609.8%
+2,357.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -6.6% | +7.8% | -14.4% | -9.2% |
| 30D | -24.9% | -5.1% | -19.8% | -23.3% |
| 3M | -31.4% | -4.7% | -26.7% | -30.1% |
| 6M | -16.0% | -7.4% | -8.6% | -13.8% |
| YTD | -8.2% | +17.5% | -25.7% | -14.0% |
| 1Y | -23.4% | +19.5% | -42.9% | -28.7% |
| 3Y | +5.0% | +121.3% | -116.2% | -21.7% |
| 5Y | +515.0% | +200.5% | +314.5% | +310.5% |
| 10Y | +953.7% | +281.9% | +671.9% | +513.6% |
| All | +2,967.4% | +609.8% | +2,357.6% | +788.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling