+72.2%
SMTC vs WCN
+16.1%
+56.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.8% | -15.7% | -10.5% |
| 7D | -24.5% | +6.7% | -31.2% | -19.8% |
| 30D | -42.5% | +24.3% | -66.8% | -30.6% |
| 3M | -14.1% | +16.1% | -30.2% | +0.2% |
| 6M | +3.6% | +19.9% | -16.3% | +22.1% |
| YTD | +50.6% | +10.1% | +40.5% | +77.8% |
| 1Y | +72.2% | +14.4% | +57.8% | +109.4% |
| All | +72.2% | +16.1% | +56.2% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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