+56.9%
BNY vs SIMO
+239.1%
-182.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.2% | -7.2% | -0.2% |
| 7D | -1.3% | +11.0% | -12.4% | -1.6% |
| 30D | -0.2% | +17.9% | -18.1% | -0.7% |
| 3M | +14.9% | +3.9% | +11.0% | +14.1% |
| 6M | +40.0% | +131.0% | -91.0% | +34.2% |
| YTD | +42.0% | +209.3% | -167.3% | +31.8% |
| 1Y | +56.9% | +223.8% | -166.9% | +44.7% |
| All | +56.9% | +239.1% | -182.2% | +44.7% |
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