-2.7%
SMCI vs WTW
+3.0%
-5.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.1% | +6.7% | +3.6% |
| 7D | +6.8% | -2.6% | +9.4% | +5.5% |
| 30D | +30.6% | -1.0% | +31.6% | +30.2% |
| 3M | -15.6% | +29.9% | -45.5% | -4.1% |
| 6M | +21.3% | +10.7% | +10.6% | +37.0% |
| YTD | +35.3% | +2.6% | +32.7% | +55.2% |
| 1Y | -2.7% | +2.8% | -5.5% | +13.8% |
| All | -2.7% | +3.0% | -5.7% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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