+3,365.1%
SIMO vs WCC
+1,055.2%
+2,309.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.9% | +4.8% | +7.1% |
| 7D | +4.2% | +4.5% | -0.2% | +2.5% |
| 30D | +4.1% | -5.8% | +9.9% | +6.9% |
| 3M | -12.9% | -3.7% | -9.2% | -10.4% |
| 6M | +110.3% | +23.1% | +87.3% | +95.5% |
| YTD | +178.6% | +44.2% | +134.4% | +142.1% |
| 1Y | +220.0% | +62.1% | +157.9% | +164.7% |
| 3Y | +409.0% | +121.1% | +287.9% | +253.2% |
| 5Y | +277.3% | +214.0% | +63.4% | +111.2% |
| 10Y | +506.6% | +472.8% | +33.8% | +121.6% |
| All | +3,365.1% | +1,055.2% | +2,309.8% | +761.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling