+107.9%
ASX vs SIMO
+67.0%
+40.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.3% | +4.8% |
| 7D | -19.9% | -22.0% | +2.1% | -11.6% |
| 30D | -30.9% | -43.0% | +12.2% | -15.0% |
| 3M | -15.1% | -39.1% | +24.1% | +0.8% |
| 6M | -6.5% | -33.3% | +26.8% | +10.2% |
| YTD | +98.4% | +77.0% | +21.5% | +79.3% |
| 1Y | +107.9% | +73.0% | +34.8% | +89.6% |
| All | +107.9% | +67.0% | +40.9% | +89.6% |
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