+527.9%
SMTC vs WCC
+506.2%
+21.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.5% |
| 7D | +22.5% | +6.8% | +15.7% | +18.4% |
| 30D | +24.9% | -3.0% | +27.9% | +28.1% |
| 3M | +4.1% | +0.2% | +3.9% | +5.8% |
| 6M | +92.6% | +33.2% | +59.4% | +69.8% |
| YTD | +122.5% | +45.8% | +76.7% | +86.6% |
| 1Y | +166.2% | +68.4% | +97.8% | +106.1% |
| 3Y | +577.2% | +131.1% | +446.0% | +339.6% |
| 5Y | +119.0% | +225.6% | -106.6% | +14.7% |
| 10Y | +527.9% | +534.2% | -6.3% | +110.9% |
| All | +527.9% | +506.2% | +21.7% | +110.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling