+75.2%
HBAN vs SIMO
+462.5%
-387.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -2.2% |
| 7D | +2.1% | +14.6% | -12.5% | +0.6% |
| 30D | -4.5% | +6.2% | -10.7% | -5.3% |
| 3M | +2.6% | +3.6% | -1.0% | +0.6% |
| 6M | +4.7% | +130.8% | -126.0% | -11.3% |
| YTD | -1.5% | +195.8% | -197.3% | -22.5% |
| 1Y | -1.9% | +225.0% | -226.9% | -25.5% |
| 3Y | +75.2% | +452.3% | -377.1% | +0.2% |
| All | +75.2% | +462.5% | -387.3% | +0.2% |
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