-55.4%
BSX vs SIMO
+226.2%
-281.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.7% | -6.9% | +2.4% |
| 7D | +2.0% | +4.2% | -2.2% | +2.3% |
| 30D | +0.1% | +4.1% | -4.0% | +0.6% |
| 3M | -2.1% | -12.9% | +10.7% | -2.6% |
| 6M | -33.8% | +110.3% | -144.2% | -30.4% |
| YTD | -49.9% | +178.6% | -228.4% | -47.8% |
| 1Y | -55.4% | +220.0% | -275.4% | -53.5% |
| All | -55.4% | +226.2% | -281.7% | -53.5% |
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