+528.8%
SIMO vs WU
-41.4%
+570.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.8% |
| 7D | +14.6% | -0.8% | +15.5% | +14.8% |
| 30D | +6.2% | -1.1% | +7.3% | +6.4% |
| 3M | +3.6% | -1.8% | +5.4% | +2.1% |
| 6M | +130.8% | -23.9% | +154.7% | +142.8% |
| YTD | +195.8% | -20.4% | +216.2% | +206.4% |
| 1Y | +225.0% | -10.6% | +235.6% | +223.6% |
| 3Y | +452.3% | -27.7% | +480.0% | +474.9% |
| 5Y | +303.6% | -51.1% | +354.7% | +369.1% |
| 10Y | +528.8% | -40.7% | +569.5% | +575.4% |
| All | +528.8% | -41.4% | +570.2% | +575.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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