+85.2%
SIMO vs WCC
+23.3%
+61.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.1% | -2.4% | -1.5% |
| 7D | -8.2% | -5.7% | -2.5% | -2.8% |
| 30D | -34.6% | -13.5% | -21.2% | -24.8% |
| 3M | -32.6% | -12.9% | -19.8% | -22.6% |
| 6M | -31.8% | -10.7% | -21.1% | -23.3% |
| YTD | +87.6% | +30.0% | +57.6% | +82.2% |
| All | +85.2% | +23.3% | +61.9% | +87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling