+414.3%
ASX vs SIMO
+144.7%
+269.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.4% | -6.4% | -15.2% |
| 7D | -33.3% | -31.4% | -1.9% | -22.7% |
| 30D | -36.5% | -45.2% | +8.7% | -20.5% |
| 3M | -19.2% | -36.5% | +17.3% | -5.7% |
| 6M | -10.2% | -34.2% | +24.0% | +4.3% |
| YTD | +86.5% | +69.9% | +16.5% | +49.5% |
| 1Y | +89.6% | +60.4% | +29.2% | +55.2% |
| 3Y | +298.6% | +203.1% | +95.5% | +153.6% |
| 5Y | +414.3% | +145.4% | +268.8% | +233.1% |
| All | +414.3% | +144.7% | +269.6% | +233.1% |
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