+528.8%
SIMO vs WWD
+476.2%
+52.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.8% |
| 7D | +14.6% | +0.8% | +13.8% | +14.3% |
| 30D | +6.2% | -6.4% | +12.6% | +8.6% |
| 3M | +3.6% | -5.6% | +9.2% | +5.3% |
| 6M | +130.8% | -9.1% | +139.9% | +136.5% |
| YTD | +195.8% | +12.5% | +183.3% | +183.0% |
| 1Y | +225.0% | +41.3% | +183.7% | +188.4% |
| 3Y | +452.3% | +170.2% | +282.1% | +303.8% |
| 5Y | +303.6% | +192.5% | +111.1% | +183.0% |
| 10Y | +528.8% | +476.9% | +51.9% | +253.9% |
| All | +528.8% | +476.2% | +52.5% | +253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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