+2,857.8%
SMTC vs WCN
+6,839.3%
-3,981.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +9.6% |
| 7D | +12.7% | -0.6% | +13.4% | +12.9% |
| 30D | +22.0% | +0.4% | +21.5% | +21.6% |
| 3M | -12.7% | +7.3% | -20.0% | -15.8% |
| 6M | +64.8% | -2.5% | +67.3% | +63.8% |
| YTD | +100.7% | -5.4% | +106.1% | +101.2% |
| 1Y | +146.9% | -8.5% | +155.4% | +149.3% |
| 3Y | +456.8% | +20.8% | +436.0% | +409.5% |
| 5Y | +89.2% | +30.0% | +59.2% | +68.5% |
| 10Y | +426.9% | +238.4% | +188.5% | +251.3% |
| All | +2,857.8% | +6,839.3% | -3,981.5% | +937.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling