+17,845.4%
WDC vs SMTC
+62,999.7%
-45,154.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +9.2% | -3.4% | +3.5% |
| 7D | +1.7% | +12.7% | -11.0% | -1.3% |
| 30D | -10.0% | +22.0% | -31.9% | -15.2% |
| 3M | -18.8% | -12.7% | -6.1% | -16.1% |
| 6M | +79.0% | +64.8% | +14.3% | +56.5% |
| YTD | +171.6% | +100.7% | +70.9% | +127.0% |
| 1Y | +417.4% | +146.9% | +270.5% | +310.2% |
| 3Y | +1,251.8% | +456.8% | +795.0% | +693.8% |
| 5Y | +911.7% | +89.2% | +822.5% | +648.9% |
| 10Y | +1,399.6% | +426.9% | +972.8% | +792.4% |
| All | +17,845.4% | +62,999.7% | -45,154.3% | +7,828.8% |
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 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