+504.7%
ASX vs SIMO
+171.3%
+333.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.7% | +5.0% | +3.9% |
| 7D | -9.1% | -16.0% | +6.9% | -2.2% |
| 30D | -23.6% | -35.8% | +12.2% | -9.6% |
| 3M | -5.6% | -26.5% | +20.9% | +4.9% |
| 6M | +4.7% | -33.0% | +37.7% | +20.4% |
| YTD | +122.6% | +84.3% | +38.2% | +73.2% |
| 1Y | +133.0% | +82.0% | +51.0% | +82.0% |
| 3Y | +367.1% | +218.5% | +148.6% | +191.1% |
| 5Y | +504.7% | +175.0% | +329.7% | +277.3% |
| All | +504.7% | +171.3% | +333.4% | +277.3% |
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