+44.6%
SMCI vs WY
-24.8%
+69.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.2% |
| 7D | +1.3% | -4.2% | +5.5% | +2.9% |
| 30D | +6.6% | -10.1% | +16.7% | +10.8% |
| 3M | +25.4% | -8.5% | +33.9% | +28.9% |
| 6M | +26.1% | -3.3% | +29.5% | +27.7% |
| YTD | +37.0% | -4.4% | +41.4% | +38.4% |
| 1Y | -8.8% | -11.5% | +2.7% | -5.2% |
| 3Y | +44.6% | -24.3% | +68.9% | +59.6% |
| All | +44.6% | -24.8% | +69.4% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling