+146.9%
SMTC vs WCC
+61.8%
+85.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.9% | +5.4% | +5.9% |
| 7D | +12.7% | +4.5% | +8.3% | +8.7% |
| 30D | +22.0% | -5.8% | +27.8% | +29.2% |
| 3M | -12.7% | -3.7% | -9.0% | -9.0% |
| 6M | +64.8% | +23.1% | +41.7% | +47.0% |
| YTD | +100.7% | +44.2% | +56.5% | +67.2% |
| 1Y | +146.9% | +62.1% | +84.8% | +107.3% |
| All | +146.9% | +61.8% | +85.1% | +107.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling