+579.5%
SIMO vs WPM
+523.6%
+55.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.0% |
| 7D | +14.5% | +3.9% | +10.6% | +13.9% |
| 30D | +20.4% | +17.7% | +2.7% | +17.6% |
| 3M | +7.1% | +39.4% | -32.3% | +2.1% |
| 6M | +129.2% | +6.4% | +122.8% | +125.2% |
| YTD | +201.9% | +34.0% | +168.0% | +187.9% |
| 1Y | +235.5% | +50.5% | +185.0% | +214.9% |
| 3Y | +463.8% | +280.3% | +183.5% | +376.7% |
| 5Y | +306.7% | +266.3% | +40.4% | +241.2% |
| 10Y | +579.5% | +550.8% | +28.7% | +452.1% |
| All | +579.5% | +523.6% | +55.8% | +452.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling