+39.3%
BE vs SIMO
+80.9%
-41.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +5.7% | +6.2% | +8.0% |
| 7D | -1.2% | -8.2% | +7.0% | +5.4% |
| 30D | -30.9% | -34.6% | +3.7% | -8.1% |
| 3M | -11.6% | -32.6% | +21.0% | +11.2% |
| 6M | -25.7% | -31.8% | +6.1% | -6.1% |
| YTD | +123.1% | +87.6% | +35.5% | +30.4% |
| All | +39.3% | +80.9% | -41.6% | -16.3% |
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 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