+235.5%
SIMO vs WU
-11.2%
+246.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.0% |
| 7D | +14.5% | -4.9% | +19.4% | +14.2% |
| 30D | +20.4% | -1.3% | +21.7% | +20.3% |
| 3M | +7.1% | -3.6% | +10.7% | +4.5% |
| 6M | +129.2% | -24.3% | +153.6% | +126.5% |
| YTD | +201.9% | -21.1% | +223.0% | +193.7% |
| 1Y | +235.5% | -10.3% | +245.8% | +206.3% |
| All | +235.5% | -11.2% | +246.7% | +206.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling