+980.0%
SMCI vs WU
-51.3%
+1,031.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.1% |
| 7D | +1.3% | -3.5% | +4.8% | +2.5% |
| 30D | +6.6% | -2.9% | +9.6% | +7.7% |
| 3M | +25.4% | -2.3% | +27.7% | +23.1% |
| 6M | +26.1% | -25.4% | +51.5% | +37.9% |
| YTD | +37.0% | -21.2% | +58.2% | +46.7% |
| 1Y | -8.8% | -8.9% | +0.1% | -8.5% |
| 3Y | +44.6% | -29.0% | +73.6% | +57.2% |
| All | +980.0% | -51.3% | +1,031.3% | +1,150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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