+7.5%
HCA vs SIMO
+220.5%
-212.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.3% | -0.4% |
| 7D | +2.9% | +12.5% | -9.6% | +3.5% |
| 30D | +2.4% | +18.4% | -16.0% | +3.3% |
| 3M | +13.0% | +5.6% | +7.4% | +13.5% |
| 6M | -21.4% | +116.9% | -138.3% | -22.2% |
| YTD | -9.5% | +188.4% | -197.9% | -10.5% |
| 1Y | +7.5% | +221.3% | -213.7% | +5.4% |
| All | +7.5% | +220.5% | -212.9% | +5.4% |
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