+44.6%
SMCI vs WTW
+61.9%
-17.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -5.7% | +7.0% | -1.3% |
| 30D | +6.6% | -7.3% | +13.9% | +3.4% |
| 3M | +25.4% | +21.5% | +4.0% | +38.0% |
| 6M | +26.1% | +9.6% | +16.5% | +36.2% |
| YTD | +37.0% | -3.3% | +40.3% | +43.3% |
| 1Y | -8.8% | -6.1% | -2.6% | -5.5% |
| 3Y | +44.6% | +61.8% | -17.2% | +75.9% |
| All | +44.6% | +61.9% | -17.3% | +75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling