+417.4%
WDC vs SMCI
-1.7%
+419.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.5% | +1.3% | +4.6% |
| 7D | +1.7% | +6.8% | -5.0% | -0.1% |
| 30D | -10.0% | +30.6% | -40.5% | -16.7% |
| 3M | -18.8% | -15.6% | -3.2% | -17.9% |
| 6M | +79.0% | +21.3% | +57.8% | +59.8% |
| YTD | +171.6% | +35.3% | +136.3% | +134.1% |
| 1Y | +417.4% | -2.7% | +420.1% | +329.6% |
| All | +417.4% | -1.7% | +419.1% | +329.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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