+43.4%
SMH vs WCN
+16.1%
+27.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.5% | -1.2% |
| 7D | -11.2% | +6.7% | -17.9% | -7.9% |
| 30D | -20.4% | +24.3% | -44.8% | -10.4% |
| 3M | -12.4% | +16.1% | -28.5% | -4.5% |
| 6M | -0.5% | +19.9% | -20.4% | +11.1% |
| YTD | +40.0% | +10.1% | +29.9% | +55.4% |
| 1Y | +43.4% | +14.4% | +29.0% | +61.5% |
| All | +43.4% | +16.1% | +27.3% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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