+1,245.5%
WDC vs SIMO
+515.6%
+729.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.0% | -0.7% |
| 7D | +6.0% | +14.6% | -8.6% | -0.6% |
| 30D | +9.9% | +6.2% | +3.7% | +6.2% |
| 3M | -9.4% | +3.6% | -12.9% | -11.2% |
| 6M | +94.7% | +130.8% | -36.1% | +26.9% |
| YTD | +177.4% | +195.8% | -18.4% | +58.8% |
| 1Y | +412.6% | +225.0% | +187.6% | +180.5% |
| 3Y | +1,359.8% | +452.3% | +907.5% | +517.4% |
| 5Y | +992.6% | +303.6% | +689.0% | +383.4% |
| 10Y | +1,245.5% | +528.8% | +716.7% | +314.5% |
| All | +1,245.5% | +515.6% | +729.9% | +314.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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