+3,365.1%
SIMO vs WY
+100.4%
+3,264.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.8% | +7.9% | +8.3% |
| 7D | +4.2% | -1.7% | +6.0% | +5.1% |
| 30D | +4.1% | -10.1% | +14.2% | +9.0% |
| 3M | -12.9% | -5.1% | -7.7% | -12.1% |
| 6M | +110.3% | -4.8% | +115.1% | +110.2% |
| YTD | +178.6% | -0.2% | +178.8% | +169.5% |
| 1Y | +220.0% | -6.6% | +226.6% | +218.7% |
| 3Y | +409.0% | -22.7% | +431.8% | +442.8% |
| 5Y | +277.3% | -22.2% | +299.5% | +287.0% |
| 10Y | +506.6% | +7.3% | +499.3% | +355.9% |
| All | +3,365.1% | +100.4% | +3,264.7% | +1,419.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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