+40.6%
BBY vs SIMO
+469.0%
-428.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.5% | -1.6% |
| 7D | +1.2% | +14.5% | -13.3% | 0.0% |
| 30D | +6.8% | +20.4% | -13.6% | +4.9% |
| 3M | +18.7% | +7.1% | +11.6% | +16.5% |
| 6M | +37.3% | +129.2% | -92.0% | +16.5% |
| YTD | +35.3% | +201.9% | -166.6% | +3.7% |
| 1Y | +20.7% | +235.5% | -214.8% | -11.2% |
| All | +40.6% | +469.0% | -428.4% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling