+479.2%
SIMO vs FWONK
+44.6%
+434.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.1% | +7.2% |
| 7D | +11.0% | +0.1% | +10.9% | +11.0% |
| 30D | +17.9% | -7.7% | +25.6% | +19.2% |
| 3M | +3.9% | +5.7% | -1.8% | +1.8% |
| 6M | +131.0% | +13.5% | +117.6% | +121.1% |
| YTD | +209.3% | -3.0% | +212.3% | +209.9% |
| 1Y | +223.8% | -6.4% | +230.2% | +228.5% |
| 3Y | +479.2% | +43.8% | +435.4% | +425.2% |
| All | +479.2% | +44.6% | +434.6% | +425.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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