+33.3%
AEM vs SIMO
+227.1%
-193.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -1.7% |
| 7D | +4.3% | +14.6% | -10.3% | +3.5% |
| 30D | +13.1% | +6.2% | +6.9% | +12.6% |
| 3M | +24.8% | +3.6% | +21.2% | +23.5% |
| 6M | -8.2% | +130.8% | -139.0% | -14.7% |
| YTD | +19.8% | +195.8% | -175.9% | +5.1% |
| All | +33.3% | +227.1% | -193.8% | +13.4% |
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 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