-2.7%
SMCI vs WWD
+41.9%
-44.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.5% | +4.0% |
| 7D | +6.8% | +1.3% | +5.5% | +6.1% |
| 30D | +30.6% | -7.2% | +37.7% | +35.2% |
| 3M | -15.6% | -3.8% | -11.7% | -13.9% |
| 6M | +21.3% | -9.9% | +31.2% | +25.4% |
| YTD | +35.3% | +14.8% | +20.4% | +37.7% |
| 1Y | -2.7% | +42.1% | -44.8% | +3.6% |
| All | -2.7% | +41.9% | -44.6% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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