+4,167.1%
SMCI vs WMT
+900.3%
+3,266.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | -1.3% | -2.5% | +1.2% | -0.4% |
| 30D | +18.3% | -6.4% | +24.7% | +20.9% |
| 3M | +27.7% | -12.1% | +39.8% | +33.0% |
| 6M | +17.6% | -15.0% | +32.5% | +23.1% |
| YTD | +27.7% | -4.5% | +32.2% | +27.3% |
| 1Y | -14.9% | +6.2% | -21.1% | -19.3% |
| 3Y | +33.2% | +99.9% | -66.7% | -4.4% |
| 5Y | +921.6% | +131.4% | +790.1% | +580.3% |
| 10Y | +1,672.4% | +433.2% | +1,239.2% | +667.7% |
| All | +4,167.1% | +900.3% | +3,266.8% | +1,110.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling