+967.2%
SMCI vs WST
-27.5%
+994.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | +5.2% | -1.7% | +6.9% | +5.4% |
| 30D | +23.7% | -4.3% | +28.1% | +24.4% |
| 3M | -4.2% | +0.7% | -5.0% | -4.3% |
| 6M | +21.7% | +36.0% | -14.3% | +16.5% |
| YTD | +33.0% | +22.7% | +10.3% | +28.5% |
| 1Y | -9.3% | +34.1% | -43.4% | -13.7% |
| 3Y | +38.7% | -13.6% | +52.3% | +36.5% |
| 5Y | +967.2% | -26.0% | +993.1% | +912.8% |
| All | +967.2% | -27.5% | +994.7% | +912.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling