+174.6%
SMTC vs WCC
+66.6%
+108.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +1.8% |
| 7D | +13.1% | +1.5% | +11.6% | +11.8% |
| 30D | +19.5% | -2.1% | +21.6% | +23.0% |
| 3M | +2.2% | +3.8% | -1.6% | +1.1% |
| 6M | +94.9% | +35.0% | +59.9% | +65.0% |
| YTD | +127.0% | +46.4% | +80.6% | +85.6% |
| 1Y | +174.6% | +63.0% | +111.6% | +124.1% |
| All | +174.6% | +66.6% | +108.0% | +124.1% |
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