+11,850.9%
WDC vs SMTC
+50,861.1%
-39,010.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +0.5% |
| 7D | +16.3% | +30.5% | -14.2% | +8.4% |
| 30D | -18.3% | -30.9% | +12.6% | -10.3% |
| 3M | -31.4% | -14.7% | -16.8% | -29.5% |
| 6M | -36.3% | -9.6% | -26.7% | -35.6% |
| YTD | +80.8% | +62.1% | +18.8% | +57.9% |
| 1Y | +87.7% | +66.6% | +21.1% | +63.0% |
| 3Y | +819.4% | +718.1% | +101.4% | +395.9% |
| 5Y | +583.2% | +32.8% | +550.4% | +446.3% |
| 10Y | +689.8% | +354.1% | +335.6% | +384.6% |
| All | +11,850.9% | +50,861.1% | -39,010.1% | +5,416.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling