+225.8%
WELL vs SIMO
+154.7%
+71.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.3% | -0.2% |
| 7D | +4.4% | -22.0% | +26.4% | +4.8% |
| 30D | +10.8% | -43.0% | +53.9% | +12.0% |
| 3M | +4.2% | -39.1% | +43.3% | +5.0% |
| 6M | +14.0% | -33.3% | +47.3% | +13.6% |
| YTD | +33.4% | +77.0% | -43.5% | +24.1% |
| 1Y | +32.4% | +73.0% | -40.6% | +23.3% |
| 3Y | +194.7% | +215.7% | -21.0% | +156.6% |
| All | +225.8% | +154.7% | +71.2% | +184.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling