+21.7%
SMCI vs WPM
+10.4%
+11.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -4.2% |
| 7D | +5.2% | +3.9% | +1.3% | +1.7% |
| 30D | +23.7% | +17.7% | +6.1% | +5.0% |
| 3M | -4.2% | +39.4% | -43.6% | -33.3% |
| 6M | +21.7% | +6.4% | +15.3% | +14.5% |
| All | +21.7% | +10.4% | +11.3% | +14.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling