-37.6%
SMCI vs WPM
+38.8%
-76.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +12.0% | -17.7% | -12.8% |
| 7D | -17.3% | +3.9% | -21.2% | -19.8% |
| 30D | -31.5% | -3.5% | -28.0% | -30.3% |
| 3M | -6.6% | +14.1% | -20.7% | -17.2% |
| 6M | +6.0% | +6.2% | -0.2% | -0.4% |
| YTD | +1.1% | +12.4% | -11.3% | -7.4% |
| 1Y | -37.6% | +40.0% | -77.5% | -49.0% |
| All | -37.6% | +38.8% | -76.4% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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