+3,384.2%
ASX vs SIMO
+1,993.5%
+1,390.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.4% | -6.4% | -17.0% |
| 7D | -33.3% | -31.4% | -1.9% | -26.2% |
| 30D | -36.5% | -45.2% | +8.7% | -25.6% |
| 3M | -19.2% | -36.5% | +17.3% | -9.8% |
| 6M | -10.2% | -34.2% | +24.0% | -0.2% |
| YTD | +86.5% | +69.9% | +16.5% | +59.9% |
| 1Y | +89.6% | +60.4% | +29.2% | +64.9% |
| 3Y | +298.6% | +203.1% | +95.5% | +195.0% |
| 5Y | +414.3% | +145.4% | +268.8% | +286.8% |
| 10Y | +711.1% | +368.9% | +342.2% | +409.0% |
| All | +3,384.2% | +1,993.5% | +1,390.7% | +1,074.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling