+146.9%
SMTC vs WSM
+19.9%
+127.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.1% | +7.1% | +8.3% |
| 7D | +12.7% | -3.3% | +16.0% | +14.3% |
| 30D | +22.0% | -8.4% | +30.4% | +26.5% |
| 3M | -12.7% | +9.7% | -22.3% | -17.3% |
| 6M | +64.8% | +16.7% | +48.1% | +50.1% |
| YTD | +100.7% | +28.7% | +72.0% | +74.4% |
| 1Y | +146.9% | +13.7% | +133.2% | +131.4% |
| All | +146.9% | +19.9% | +127.0% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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