+4,519.7%
WDC vs SMCI
+4,449.2%
+70.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.7% |
| 7D | +6.0% | +9.7% | -3.7% | +3.7% |
| 30D | +9.9% | +29.3% | -19.4% | +3.1% |
| 3M | -9.4% | -8.5% | -0.9% | -9.6% |
| 6M | +94.7% | +28.6% | +66.1% | +74.2% |
| YTD | +177.4% | +37.5% | +139.8% | +142.5% |
| 1Y | +412.6% | +0.5% | +412.0% | +377.5% |
| 3Y | +1,359.8% | +43.4% | +1,316.3% | +866.2% |
| 5Y | +992.6% | +1,008.2% | -15.6% | +270.7% |
| 10Y | +1,245.5% | +1,776.0% | -530.5% | +258.8% |
| All | +4,519.7% | +4,449.2% | +70.6% | +656.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling