-1.5%
BBY vs SIMO
+312.7%
-314.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.5% | -1.7% |
| 7D | +1.2% | +14.5% | -13.3% | -0.3% |
| 30D | +6.8% | +20.4% | -13.6% | +4.4% |
| 3M | +18.7% | +7.1% | +11.6% | +15.9% |
| 6M | +37.3% | +129.2% | -92.0% | +15.8% |
| YTD | +35.3% | +201.9% | -166.6% | +5.6% |
| 1Y | +20.7% | +235.5% | -214.8% | -8.5% |
| 3Y | +39.4% | +463.8% | -424.4% | -8.0% |
| 5Y | -1.5% | +306.7% | -308.2% | -34.3% |
| All | -1.5% | +312.7% | -314.2% | -34.3% |
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