+360.5%
BE vs SIMO
+226.2%
+134.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +8.7% | -1.3% | +1.4% |
| 7D | +20.0% | +4.2% | +15.7% | +16.2% |
| 30D | +7.9% | +4.1% | +3.8% | +2.5% |
| 3M | -13.2% | -12.9% | -0.3% | -5.9% |
| 6M | +53.5% | +110.3% | -56.9% | -7.0% |
| YTD | +191.0% | +178.6% | +12.4% | +35.3% |
| 1Y | +360.5% | +220.0% | +140.5% | +103.0% |
| All | +360.5% | +226.2% | +134.3% | +103.0% |
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 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