+47,224.8%
SMTC vs WWD
+15,408.5%
+31,816.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.2% | +8.8% |
| 7D | +12.7% | +1.3% | +11.5% | +12.2% |
| 30D | +22.0% | -7.2% | +29.1% | +26.0% |
| 3M | -12.7% | -3.8% | -8.8% | -11.5% |
| 6M | +64.8% | -9.9% | +74.7% | +71.7% |
| YTD | +100.7% | +14.8% | +85.9% | +89.3% |
| 1Y | +146.9% | +42.1% | +104.8% | +113.9% |
| 3Y | +456.8% | +170.8% | +286.0% | +283.7% |
| 5Y | +89.2% | +197.5% | -108.3% | +24.8% |
| 10Y | +426.9% | +477.8% | -51.0% | +164.4% |
| All | +47,224.8% | +15,408.5% | +31,816.3% | +8,642.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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