+100.5%
SIMO vs WING
-23.2%
+123.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.7% | -13.3% | -9.4% |
| 7D | -16.9% | +21.0% | -37.8% | -16.1% |
| 30D | -35.4% | +56.9% | -92.3% | -34.3% |
| 3M | -31.9% | +38.4% | -70.2% | -31.2% |
| 6M | -19.3% | +12.0% | -31.3% | -19.5% |
| YTD | +98.5% | -29.2% | +127.7% | +101.3% |
| 1Y | +100.5% | -28.8% | +129.3% | +100.5% |
| All | +100.5% | -23.2% | +123.7% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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