-4.9%
EQT vs SIMO
+94.5%
-99.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.6% | +6.4% | -3.1% |
| 7D | -6.6% | -16.9% | +10.3% | -6.5% |
| 30D | +2.7% | -35.4% | +38.1% | +2.9% |
| 3M | -0.2% | -31.9% | +31.7% | 0.0% |
| 6M | -10.6% | -19.3% | +8.7% | -11.0% |
| YTD | -1.2% | +98.5% | -99.6% | -10.2% |
| 1Y | -4.9% | +100.5% | -105.4% | -13.9% |
| All | -4.9% | +94.5% | -99.3% | -13.9% |
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