+781.2%
BNY vs SIMO
+3,332.4%
-2,551.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.7% | -8.4% | -1.1% |
| 7D | +1.4% | +4.2% | -2.8% | +0.6% |
| 30D | +3.8% | +4.1% | -0.2% | +2.5% |
| 3M | +14.9% | -12.9% | +27.8% | +15.0% |
| 6M | +40.3% | +110.3% | -70.0% | +17.3% |
| YTD | +43.9% | +178.6% | -134.7% | +13.3% |
| 1Y | +59.0% | +220.0% | -161.0% | +21.4% |
| 3Y | +290.7% | +409.0% | -118.3% | +167.7% |
| 5Y | +250.4% | +277.3% | -26.9% | +144.7% |
| 10Y | +411.2% | +506.6% | -95.5% | +207.5% |
| All | +781.2% | +3,332.4% | -2,551.2% | +168.6% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling