+409.6%
SIMO vs WU
-36.4%
+446.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.7% |
| 7D | -8.2% | +9.1% | -17.2% | -10.1% |
| 30D | -34.6% | +12.1% | -46.7% | -36.5% |
| 3M | -32.6% | +0.3% | -33.0% | -33.2% |
| 6M | -31.8% | -19.1% | -12.7% | -29.7% |
| YTD | +87.6% | -19.2% | +106.8% | +92.3% |
| 1Y | +86.7% | -15.3% | +102.0% | +88.5% |
| 3Y | +227.4% | -21.3% | +248.8% | +230.7% |
| 5Y | +173.0% | -41.7% | +214.7% | +196.0% |
| 10Y | +409.6% | -36.0% | +445.6% | +421.3% |
| All | +409.6% | -36.4% | +446.1% | +421.3% |
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