+4,344.1%
SMCI vs WPM
+1,881.8%
+2,462.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.5% |
| 7D | +5.2% | +3.9% | +1.3% | +4.5% |
| 30D | +23.7% | +17.7% | +6.1% | +20.0% |
| 3M | -4.2% | +39.4% | -43.6% | -9.7% |
| 6M | +21.7% | +6.4% | +15.3% | +20.8% |
| YTD | +33.0% | +34.0% | -1.0% | +27.1% |
| 1Y | -9.3% | +50.5% | -59.8% | -15.1% |
| 3Y | +38.7% | +280.3% | -241.6% | +11.8% |
| 5Y | +967.2% | +266.3% | +700.8% | +752.2% |
| 10Y | +1,745.9% | +550.8% | +1,195.1% | +1,199.7% |
| All | +4,344.1% | +1,881.8% | +2,462.3% | +2,069.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling