+155.0%
ASX vs SIMO
+97.3%
+57.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.7% | -2.1% | +3.1% |
| 7D | +0.8% | +0.9% | -0.1% | +1.3% |
| 30D | -20.4% | -25.4% | +5.0% | -11.1% |
| 3M | -2.1% | -17.8% | +15.6% | +4.4% |
| 6M | +8.2% | -29.6% | +37.8% | +22.8% |
| YTD | +137.3% | +100.3% | +37.0% | +105.7% |
| 1Y | +155.0% | +100.4% | +54.6% | +120.4% |
| All | +155.0% | +97.3% | +57.7% | +120.4% |
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