+111.1%
DINO vs SIMO
+226.2%
-115.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.7% | -9.4% | -1.2% |
| 7D | +5.7% | +4.2% | +1.5% | +5.4% |
| 30D | +27.8% | +4.1% | +23.7% | +27.2% |
| 3M | +45.6% | -12.9% | +58.5% | +45.4% |
| 6M | +88.5% | +110.3% | -21.9% | +79.7% |
| YTD | +134.1% | +178.6% | -44.5% | +117.1% |
| 1Y | +111.1% | +220.0% | -108.9% | +97.3% |
| All | +111.1% | +226.2% | -115.1% | +97.3% |
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