+100.4%
SIMO vs WING
-29.6%
+130.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.7% | +10.3% | +8.6% |
| 7D | +0.9% | -0.5% | +1.5% | +0.9% |
| 30D | -25.4% | +32.3% | -57.7% | -24.2% |
| 3M | -17.8% | +50.2% | -67.9% | -15.8% |
| 6M | -29.6% | +31.7% | -61.2% | -30.0% |
| YTD | +100.3% | -29.6% | +129.9% | +102.8% |
| 1Y | +100.4% | -29.7% | +130.1% | +103.2% |
| All | +100.4% | -29.6% | +130.0% | +103.2% |
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