+100.5%
SIMO vs WPM
+38.8%
+61.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +12.0% | -21.6% | -12.4% |
| 7D | -16.9% | +3.9% | -20.8% | -17.7% |
| 30D | -35.4% | -3.5% | -31.9% | -34.5% |
| 3M | -31.9% | +14.1% | -46.0% | -33.9% |
| 6M | -19.3% | +6.2% | -25.5% | -20.7% |
| YTD | +98.5% | +12.4% | +86.1% | +82.8% |
| 1Y | +100.5% | +40.0% | +60.6% | +59.9% |
| All | +100.5% | +38.8% | +61.7% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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