-8.8%
SMCI vs WWD
+41.6%
-50.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.6% |
| 7D | +1.3% | -2.6% | +3.9% | +2.6% |
| 30D | +6.6% | -6.9% | +13.6% | +10.4% |
| 3M | +25.4% | -13.0% | +38.5% | +33.2% |
| 6M | +26.1% | -12.5% | +38.6% | +32.3% |
| YTD | +37.0% | +11.8% | +25.2% | +40.6% |
| 1Y | -8.8% | +41.1% | -49.8% | -2.5% |
| All | -8.8% | +41.6% | -50.3% | -2.5% |
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