+4,477.6%
SMCI vs WTW
+359.0%
+4,118.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -5.7% | +7.0% | +3.5% |
| 30D | +6.6% | -7.3% | +13.9% | +9.4% |
| 3M | +25.4% | +21.5% | +4.0% | +14.7% |
| 6M | +26.1% | +9.6% | +16.5% | +18.0% |
| YTD | +37.0% | -3.3% | +40.3% | +34.6% |
| 1Y | -8.8% | -6.1% | -2.6% | -9.6% |
| 3Y | +44.6% | +61.8% | -17.2% | +5.4% |
| 5Y | +995.9% | +42.7% | +953.3% | +740.9% |
| 10Y | +1,801.4% | +197.2% | +1,604.1% | +896.1% |
| All | +4,477.6% | +359.0% | +4,118.6% | +1,959.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling