+980.0%
SMCI vs WPM
+263.6%
+716.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.6% |
| 7D | +1.3% | -0.6% | +1.8% | +1.5% |
| 30D | +6.6% | +14.4% | -7.8% | +1.4% |
| 3M | +25.4% | +37.0% | -11.6% | +11.4% |
| 6M | +26.1% | +4.1% | +22.0% | +22.4% |
| YTD | +37.0% | +31.7% | +5.3% | +26.4% |
| 1Y | -8.8% | +44.2% | -52.9% | -17.5% |
| 3Y | +44.6% | +265.5% | -220.9% | +5.4% |
| All | +980.0% | +263.6% | +716.4% | +669.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling