+1,269.2%
SMH vs WCC
+3,813.0%
-2,543.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +0.3% |
| 7D | +5.2% | +8.5% | -3.3% | +2.4% |
| 30D | -1.5% | -1.0% | -0.6% | -1.3% |
| 3M | -4.1% | +2.1% | -6.2% | -4.7% |
| 6M | +50.8% | +36.8% | +13.9% | +35.5% |
| YTD | +59.3% | +47.7% | +11.6% | +39.3% |
| 1Y | +94.1% | +66.5% | +27.6% | +62.5% |
| 3Y | +286.7% | +134.2% | +152.6% | +179.4% |
| 5Y | +339.4% | +231.6% | +107.8% | +176.0% |
| 10Y | +1,803.3% | +508.1% | +1,295.2% | +781.8% |
| All | +1,269.2% | +3,813.0% | -2,543.8% | +160.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling