+4,344.1%
SMCI vs WU
-33.9%
+4,377.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +5.2% | -4.9% | +10.1% | +7.6% |
| 30D | +23.7% | -1.3% | +25.0% | +24.5% |
| 3M | -4.2% | -3.6% | -0.6% | -5.0% |
| 6M | +21.7% | -24.3% | +46.1% | +35.0% |
| YTD | +33.0% | -21.1% | +54.1% | +44.6% |
| 1Y | -9.3% | -10.3% | +1.0% | -8.1% |
| 3Y | +38.7% | -28.4% | +67.1% | +53.0% |
| 5Y | +967.2% | -51.2% | +1,018.4% | +1,268.1% |
| 10Y | +1,745.9% | -39.6% | +1,785.5% | +1,954.6% |
| All | +4,344.1% | -33.9% | +4,377.9% | +3,785.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling