+7.8%
EQT vs SIMO
+226.2%
-218.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.7% | -9.5% | -0.9% |
| 7D | +1.1% | +4.2% | -3.1% | +1.0% |
| 30D | +7.7% | +4.1% | +3.6% | +7.5% |
| 3M | +0.2% | -12.9% | +13.1% | +0.3% |
| 6M | -9.5% | +110.3% | -119.8% | -14.3% |
| YTD | +3.8% | +178.6% | -174.7% | -7.0% |
| 1Y | +7.8% | +220.0% | -212.2% | -1.9% |
| All | +7.8% | +226.2% | -218.5% | -1.9% |
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