+174.6%
SMTC vs WSM
+12.7%
+161.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.6% |
| 7D | +13.1% | -0.5% | +13.6% | +13.4% |
| 30D | +19.5% | -7.7% | +27.2% | +23.7% |
| 3M | +2.2% | +3.8% | -1.5% | -0.3% |
| 6M | +94.9% | +22.7% | +72.2% | +73.1% |
| YTD | +127.0% | +28.0% | +98.9% | +97.6% |
| 1Y | +174.6% | +12.7% | +161.8% | +155.7% |
| All | +174.6% | +12.7% | +161.9% | +155.7% |
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