+278.8%
WMB vs SIMO
+269.6%
+9.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.7% | -8.6% | -0.4% |
| 7D | +0.6% | +4.2% | -3.7% | +0.3% |
| 30D | +3.3% | +4.1% | -0.8% | +2.8% |
| 3M | +3.1% | -12.9% | +16.0% | +3.2% |
| 6M | -0.7% | +110.3% | -111.1% | -6.8% |
| YTD | +25.2% | +178.6% | -153.4% | +14.5% |
| 1Y | +32.9% | +220.0% | -187.1% | +19.8% |
| 3Y | +140.6% | +409.0% | -268.5% | +106.3% |
| All | +278.8% | +269.6% | +9.2% | +224.7% |
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 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