+770.0%
WDC vs SIMO
+221.6%
+548.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.6% | +0.6% | -2.1% |
| 7D | +12.1% | +4.1% | +8.0% | +10.0% |
| 30D | -18.8% | -24.0% | +5.2% | -6.5% |
| 3M | -39.3% | -31.8% | -7.5% | -27.8% |
| 6M | -40.1% | -36.9% | -3.2% | -26.1% |
| YTD | +71.8% | +84.8% | -13.0% | +12.9% |
| 1Y | +88.5% | +99.0% | -10.5% | +18.4% |
| 3Y | +770.0% | +217.9% | +552.1% | +294.7% |
| All | +770.0% | +221.6% | +548.4% | +294.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling