+601.8%
SMTC vs WCN
+19.5%
+582.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | +22.5% | -1.7% | +24.2% | +22.7% |
| 30D | +24.9% | -3.0% | +27.9% | +25.2% |
| 3M | +4.1% | +2.5% | +1.5% | +1.7% |
| 6M | +92.6% | -5.7% | +98.2% | +94.7% |
| YTD | +122.5% | -7.4% | +129.9% | +126.6% |
| 1Y | +166.2% | -8.6% | +174.8% | +172.5% |
| All | +601.8% | +19.5% | +582.3% | +488.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling