+119.0%
SMTC vs WCN
+27.0%
+91.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.2% |
| 7D | +22.5% | -1.7% | +24.2% | +23.1% |
| 30D | +24.9% | -3.0% | +27.9% | +25.8% |
| 3M | +4.1% | +2.5% | +1.5% | +1.0% |
| 6M | +92.6% | -5.7% | +98.2% | +94.4% |
| YTD | +122.5% | -7.4% | +129.9% | +126.3% |
| 1Y | +166.2% | -8.6% | +174.8% | +171.2% |
| 3Y | +577.2% | +19.4% | +557.8% | +474.7% |
| 5Y | +119.0% | +27.2% | +91.8% | +72.9% |
| All | +119.0% | +27.0% | +91.9% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling