+2,086.5%
SIMO vs WU
-19.6%
+2,106.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.0% | +9.7% | +9.1% |
| 7D | +4.2% | -0.8% | +5.1% | +4.5% |
| 30D | +4.1% | -1.1% | +5.2% | +4.4% |
| 3M | -12.9% | -3.9% | -9.0% | -13.5% |
| 6M | +110.3% | -20.7% | +131.0% | +123.3% |
| YTD | +178.6% | -18.4% | +196.9% | +191.5% |
| 1Y | +220.0% | -8.1% | +228.1% | +216.4% |
| 3Y | +409.0% | -24.2% | +433.2% | +429.9% |
| 5Y | +277.3% | -50.4% | +327.8% | +353.7% |
| 10Y | +506.6% | -40.0% | +546.7% | +532.8% |
| All | +2,086.5% | -19.6% | +2,106.1% | +1,679.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling