+957.1%
WDC vs SMCI
+921.6%
+35.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.0% | -0.4% | -3.6% |
| 7D | +4.4% | -1.3% | +5.7% | +4.7% |
| 30D | +5.3% | +18.3% | -13.0% | +1.6% |
| 3M | -5.9% | +27.7% | -33.6% | -11.1% |
| 6M | +73.2% | +17.6% | +55.7% | +61.4% |
| YTD | +167.8% | +27.7% | +140.1% | +144.7% |
| 1Y | +386.0% | -14.9% | +400.9% | +373.8% |
| 3Y | +1,309.7% | +33.2% | +1,276.5% | +954.6% |
| 5Y | +957.1% | +921.6% | +35.5% | +307.9% |
| All | +957.1% | +921.6% | +35.5% | +307.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling