+412.6%
WDC vs SIMO
+235.9%
+176.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.0% | -0.8% |
| 7D | +6.0% | +14.6% | -8.6% | -0.7% |
| 30D | +9.9% | +6.2% | +3.7% | +6.2% |
| 3M | -9.4% | +3.6% | -12.9% | -10.3% |
| 6M | +94.7% | +130.8% | -36.1% | +35.0% |
| YTD | +177.4% | +195.8% | -18.4% | +62.1% |
| 1Y | +412.6% | +225.0% | +187.6% | +175.1% |
| All | +412.6% | +235.9% | +176.7% | +175.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling