+528.8%
SIMO vs WCC
+509.2%
+19.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +5.4% |
| 7D | +14.6% | +8.5% | +6.1% | +11.7% |
| 30D | +6.2% | -1.0% | +7.2% | +6.8% |
| 3M | +3.6% | +2.1% | +1.4% | +3.8% |
| 6M | +130.8% | +36.8% | +94.0% | +111.7% |
| YTD | +195.8% | +47.7% | +148.0% | +164.3% |
| 1Y | +225.0% | +66.5% | +158.5% | +179.9% |
| 3Y | +452.3% | +134.2% | +318.2% | +317.6% |
| 5Y | +303.6% | +231.6% | +72.0% | +165.2% |
| 10Y | +528.8% | +508.1% | +20.7% | +222.9% |
| All | +528.8% | +509.2% | +19.6% | +222.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling