+991.6%
WDC vs SMTC
+116.8%
+874.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | +7.5% | +22.5% | -15.0% | -0.4% |
| 30D | +10.1% | +24.9% | -14.8% | +0.8% |
| 3M | -6.8% | +4.1% | -10.9% | -9.3% |
| 6M | +84.1% | +92.6% | -8.4% | +43.3% |
| YTD | +180.3% | +122.5% | +57.8% | +109.1% |
| 1Y | +411.1% | +166.2% | +244.9% | +259.3% |
| 3Y | +1,375.0% | +577.2% | +797.8% | +546.8% |
| 5Y | +991.6% | +119.0% | +872.6% | +640.8% |
| All | +991.6% | +116.8% | +874.8% | +640.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling