+45.1%
BMY vs SIMO
+235.9%
-190.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -3.1% |
| 7D | -3.3% | +14.6% | -17.9% | -3.2% |
| 30D | 0.0% | +6.2% | -6.3% | 0.0% |
| 3M | +17.7% | +3.6% | +14.2% | +17.0% |
| 6M | +9.6% | +130.8% | -121.2% | +4.8% |
| YTD | +24.0% | +195.8% | -171.8% | +15.2% |
| 1Y | +45.1% | +225.0% | -179.9% | +34.4% |
| All | +45.1% | +235.9% | -190.8% | +34.4% |
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