+325.3%
ASX vs SIMO
+214.6%
+110.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.3% | +4.7% |
| 7D | -19.9% | -22.0% | +2.1% | -10.9% |
| 30D | -30.9% | -43.0% | +12.2% | -12.9% |
| 3M | -15.1% | -39.1% | +24.1% | +2.4% |
| 6M | -6.5% | -33.3% | +26.8% | +9.4% |
| YTD | +98.4% | +77.0% | +21.5% | +48.4% |
| 1Y | +107.9% | +73.0% | +34.8% | +56.9% |
| 3Y | +325.3% | +215.7% | +109.6% | +120.7% |
| All | +325.3% | +214.6% | +110.7% | +120.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling