+1,126.4%
SMTC vs WCC
+1,563.0%
-436.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.4% |
| 7D | +11.0% | +9.9% | +1.1% | +7.1% |
| 30D | -28.5% | -8.4% | -20.0% | -24.7% |
| 3M | -14.2% | -10.3% | -3.9% | -8.0% |
| 6M | -18.0% | -10.5% | -7.5% | -11.1% |
| YTD | +55.5% | +32.2% | +23.3% | +45.1% |
| 1Y | +69.5% | +25.5% | +44.0% | +61.5% |
| 3Y | +699.7% | +134.7% | +565.0% | +495.5% |
| 5Y | +27.4% | +139.9% | -112.5% | -8.6% |
| 10Y | +335.7% | +433.5% | -97.8% | +115.2% |
| All | +1,126.4% | +1,563.0% | -436.7% | +167.1% |
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 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