+261.2%
BBY vs SIMO
+3,332.4%
-3,071.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.7% | -5.5% | +1.7% |
| 7D | +9.5% | +4.2% | +5.3% | +8.7% |
| 30D | +6.8% | +4.1% | +2.7% | +5.4% |
| 3M | +28.9% | -12.9% | +41.7% | +28.5% |
| 6M | +37.8% | +110.3% | -72.5% | +13.9% |
| YTD | +38.7% | +178.6% | -139.8% | +7.3% |
| 1Y | +23.7% | +220.0% | -196.3% | -7.2% |
| 3Y | +39.1% | +409.0% | -369.9% | -6.1% |
| 5Y | -0.4% | +277.3% | -277.7% | -31.3% |
| 10Y | +234.0% | +506.6% | -272.6% | +100.6% |
| All | +261.2% | +3,332.4% | -3,071.1% | +12.9% |
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