-2.7%
SMCI vs WST
+37.6%
-40.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.6% |
| 7D | +6.8% | +0.7% | +6.0% | +6.7% |
| 30D | +30.6% | -3.1% | +33.7% | +31.0% |
| 3M | -15.6% | +7.2% | -22.8% | -16.3% |
| 6M | +21.3% | +36.8% | -15.6% | +15.6% |
| YTD | +35.3% | +23.8% | +11.4% | +23.1% |
| 1Y | -2.7% | +37.8% | -40.5% | -11.6% |
| All | -2.7% | +37.6% | -40.3% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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