+1,482.8%
SMTC vs WCC
+1,713.7%
-231.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.9% | +5.4% | +7.7% |
| 7D | +12.7% | +4.5% | +8.3% | +10.9% |
| 30D | +22.0% | -5.8% | +27.8% | +25.6% |
| 3M | -12.7% | -3.7% | -9.0% | -10.0% |
| 6M | +64.8% | +23.1% | +41.7% | +55.1% |
| YTD | +100.7% | +44.2% | +56.5% | +77.3% |
| 1Y | +146.9% | +62.1% | +84.8% | +107.6% |
| 3Y | +456.8% | +121.1% | +335.7% | +314.6% |
| 5Y | +89.2% | +214.0% | -124.7% | +20.3% |
| 10Y | +426.9% | +472.8% | -45.9% | +146.8% |
| All | +1,482.8% | +1,713.7% | -231.0% | +226.4% |
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