-8.8%
SMCI vs WSM
+12.7%
-21.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.6% |
| 7D | +1.3% | -0.5% | +1.8% | +1.7% |
| 30D | +6.6% | -7.7% | +14.3% | +12.0% |
| 3M | +25.4% | +3.8% | +21.7% | +19.9% |
| 6M | +26.1% | +22.7% | +3.5% | +7.0% |
| YTD | +37.0% | +28.0% | +9.0% | +16.8% |
| 1Y | -8.8% | +12.7% | -21.5% | -21.1% |
| All | -8.8% | +12.7% | -21.5% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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