+1,394.6%
WDC vs SMTC
+565.9%
+828.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +7.5% | +22.5% | -15.0% | 0.0% |
| 30D | +10.1% | +24.9% | -14.8% | +1.3% |
| 3M | -6.8% | +4.1% | -10.9% | -9.2% |
| 6M | +84.1% | +92.6% | -8.4% | +46.9% |
| YTD | +180.3% | +122.5% | +57.8% | +115.7% |
| 1Y | +411.1% | +166.2% | +244.9% | +274.9% |
| All | +1,394.6% | +565.9% | +828.7% | +693.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling