+4,477.6%
SMCI vs WSM
+1,942.3%
+2,535.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.9% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | +6.6% | -7.7% | +14.3% | +9.6% |
| 3M | +25.4% | +3.8% | +21.7% | +23.1% |
| 6M | +26.1% | +22.7% | +3.5% | +17.7% |
| YTD | +37.0% | +28.0% | +9.0% | +26.1% |
| 1Y | -8.8% | +12.7% | -21.5% | -12.6% |
| 3Y | +44.6% | +231.3% | -186.7% | -5.0% |
| 5Y | +995.9% | +177.2% | +818.7% | +635.1% |
| 10Y | +1,801.4% | +1,065.8% | +735.6% | +619.8% |
| All | +4,477.6% | +1,942.3% | +2,535.4% | +1,018.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling