+71.8%
GH vs SIMO
+94.5%
-22.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.6% | +5.9% | -2.9% |
| 7D | -7.7% | -16.9% | +9.2% | -6.4% |
| 30D | -10.0% | -35.4% | +25.4% | -7.6% |
| 3M | +5.5% | -31.9% | +37.4% | +7.4% |
| 6M | +84.9% | -19.3% | +104.2% | +84.7% |
| YTD | +65.0% | +98.5% | -33.4% | +44.5% |
| 1Y | +71.8% | +100.5% | -28.7% | +49.7% |
| All | +71.8% | +94.5% | -22.7% | +49.7% |
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