+265.1%
GE vs SIMO
+240.7%
+24.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.2% |
| 7D | +5.1% | +14.9% | -9.7% | +3.5% |
| 30D | +7.6% | -27.0% | +34.5% | +10.6% |
| 3M | -9.3% | -25.4% | +16.1% | -7.6% |
| 6M | +11.5% | -30.3% | +41.8% | +12.7% |
| YTD | +7.9% | +95.8% | -87.9% | -12.1% |
| 1Y | +7.6% | +100.0% | -92.4% | -13.1% |
| All | +265.1% | +240.7% | +24.4% | +140.3% |
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 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