+712.3%
WDC vs SIMO
+214.6%
+497.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -3.6% |
| 7D | -28.0% | -22.0% | -6.0% | -17.9% |
| 30D | -34.9% | -43.0% | +8.1% | -13.9% |
| 3M | -41.6% | -39.1% | -2.4% | -26.8% |
| 6M | -45.4% | -33.3% | -12.1% | -34.2% |
| YTD | +53.3% | +77.0% | -23.7% | +2.8% |
| 1Y | +61.5% | +73.0% | -11.5% | +9.9% |
| 3Y | +712.3% | +215.7% | +496.6% | +267.4% |
| All | +712.3% | +214.6% | +497.8% | +267.4% |
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