+47.7%
EOG vs SIMO
+92.3%
-44.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.2% |
| 7D | +7.4% | +14.9% | -7.5% | +7.5% |
| 30D | +2.3% | -27.0% | +29.3% | +1.8% |
| 3M | +9.5% | -25.4% | +34.8% | +9.0% |
| 6M | +17.7% | -30.3% | +47.9% | +17.1% |
| YTD | +52.9% | +95.8% | -42.9% | +54.9% |
| 1Y | +47.7% | +100.0% | -52.4% | +49.5% |
| All | +47.7% | +92.3% | -44.6% | +49.5% |
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