+119.3%
BAC vs SIMO
+3,332.4%
-3,213.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.7% | -8.8% | -2.1% |
| 7D | +1.1% | +4.2% | -3.1% | 0.0% |
| 30D | -0.4% | +4.1% | -4.5% | -2.3% |
| 3M | +16.9% | -12.9% | +29.8% | +16.6% |
| 6M | +26.6% | +110.3% | -83.7% | -1.9% |
| YTD | +15.8% | +178.6% | -162.8% | -17.6% |
| 1Y | +27.2% | +220.0% | -192.8% | -13.4% |
| 3Y | +132.4% | +409.0% | -276.6% | +36.2% |
| 5Y | +72.6% | +277.3% | -204.7% | +3.1% |
| 10Y | +389.7% | +506.6% | -116.9% | +135.6% |
| All | +119.3% | +3,332.4% | -3,213.1% | -63.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling