+215.6%
SMH vs WCC
+134.5%
+81.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.2% |
| 7D | +4.9% | +9.9% | -5.0% | +0.1% |
| 30D | -13.8% | -8.4% | -5.4% | -10.1% |
| 3M | -17.4% | -10.3% | -7.0% | -13.1% |
| 6M | -15.0% | -10.5% | -4.5% | -10.6% |
| YTD | +35.2% | +32.2% | +3.0% | +18.8% |
| 1Y | +41.6% | +25.5% | +16.1% | +27.3% |
| 3Y | +215.6% | +134.7% | +80.9% | +102.2% |
| All | +215.6% | +134.5% | +81.2% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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