+44.6%
SMCI vs WSM
+230.1%
-185.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.7% |
| 7D | +1.3% | -0.5% | +1.8% | +1.6% |
| 30D | +6.6% | -7.7% | +14.3% | +11.2% |
| 3M | +25.4% | +3.8% | +21.7% | +21.7% |
| 6M | +26.1% | +22.7% | +3.5% | +12.8% |
| YTD | +37.0% | +28.0% | +9.0% | +20.0% |
| 1Y | -8.8% | +12.7% | -21.5% | -15.3% |
| 3Y | +44.6% | +231.3% | -186.7% | -25.5% |
| All | +44.6% | +230.1% | -185.5% | -25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling