+14.7%
WMB vs SIMO
+77.7%
-63.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.6% |
| 7D | -6.9% | -16.0% | +9.1% | -6.0% |
| 30D | -7.2% | -35.8% | +28.6% | -5.4% |
| 3M | -5.4% | -26.5% | +21.1% | -4.2% |
| 6M | -4.9% | -33.0% | +28.1% | -3.5% |
| YTD | +14.7% | +84.3% | -69.6% | +15.1% |
| 1Y | +14.7% | +82.0% | -67.3% | +15.3% |
| All | +14.7% | +77.7% | -63.0% | +15.3% |
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