+178.5%
CAH vs SIMO
+230.1%
-51.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.7% | +1.1% |
| 7D | +7.8% | -8.2% | +16.0% | +7.6% |
| 30D | +15.5% | -34.6% | +50.1% | +14.5% |
| 3M | +16.3% | -32.6% | +48.9% | +15.6% |
| 6M | +50.0% | -31.8% | +81.8% | +48.8% |
| YTD | +34.7% | +87.6% | -52.9% | +29.3% |
| 1Y | +35.9% | +86.7% | -50.7% | +30.4% |
| 3Y | +178.5% | +227.4% | -49.0% | +146.1% |
| All | +178.5% | +230.1% | -51.6% | +146.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling