+82.0%
SIMO vs WING
-28.4%
+110.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.4% | -2.0% |
| 7D | -16.0% | +5.0% | -21.0% | -15.7% |
| 30D | -35.8% | +38.7% | -74.5% | -34.6% |
| 3M | -26.5% | +44.7% | -71.2% | -25.0% |
| 6M | -33.0% | +31.5% | -64.5% | -33.4% |
| YTD | +84.3% | -28.4% | +112.8% | +86.7% |
| 1Y | +82.0% | -28.2% | +110.2% | +84.5% |
| All | +82.0% | -28.4% | +110.4% | +84.5% |
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