+34.5%
BBY vs SIMO
+94.5%
-60.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -9.6% | +17.6% | +7.4% |
| 7D | +4.5% | -16.9% | +21.4% | +3.6% |
| 30D | +16.0% | -35.4% | +51.4% | +13.8% |
| 3M | +18.6% | -31.9% | +50.5% | +16.9% |
| 6M | +80.1% | -19.3% | +99.4% | +78.8% |
| YTD | +57.4% | +98.5% | -41.0% | +51.6% |
| 1Y | +34.5% | +100.5% | -66.0% | +28.8% |
| All | +34.5% | +94.5% | -60.0% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling