-8.8%
SMCI vs WMT
+7.0%
-15.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +5.9% | +7.7% |
| 7D | +1.3% | 0.0% | +1.3% | +1.2% |
| 30D | +6.6% | -7.4% | +14.0% | +4.5% |
| 3M | +25.4% | -10.9% | +36.3% | +21.7% |
| 6M | +26.1% | -12.7% | +38.8% | +21.3% |
| YTD | +37.0% | -3.2% | +40.2% | +41.1% |
| 1Y | -8.8% | +5.3% | -14.0% | +2.3% |
| All | -8.8% | +7.0% | -15.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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