-2.7%
SMCI vs WPM
+53.7%
-56.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +5.1% |
| 7D | +6.8% | +1.1% | +5.7% | +6.0% |
| 30D | +30.6% | +26.4% | +4.2% | +12.6% |
| 3M | -15.6% | +20.8% | -36.4% | -25.6% |
| 6M | +21.3% | +1.1% | +20.1% | +11.0% |
| YTD | +35.3% | +32.5% | +2.8% | +20.5% |
| 1Y | -2.7% | +51.5% | -54.3% | -7.1% |
| All | -2.7% | +53.7% | -56.5% | -7.1% |
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