+4,495.9%
SMCI vs WWD
+1,807.5%
+2,688.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.6% |
| 7D | +9.7% | +0.8% | +8.9% | +9.3% |
| 30D | +29.3% | -6.4% | +35.8% | +33.4% |
| 3M | -8.5% | -5.6% | -2.9% | -6.1% |
| 6M | +28.6% | -9.1% | +37.7% | +35.0% |
| YTD | +37.5% | +12.5% | +25.0% | +30.7% |
| 1Y | +0.5% | +41.3% | -40.8% | -14.7% |
| 3Y | +43.4% | +170.2% | -126.8% | -8.6% |
| 5Y | +1,008.2% | +192.5% | +815.7% | +575.6% |
| 10Y | +1,776.0% | +476.9% | +1,299.2% | +685.1% |
| All | +4,495.9% | +1,807.5% | +2,688.4% | +1,101.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling