+8.5%
HON vs SIMO
+90.9%
-82.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.6% | +5.5% | 0.0% |
| 7D | +1.4% | +4.1% | -2.7% | +1.3% |
| 30D | +7.5% | -24.0% | +31.5% | +7.9% |
| 3M | -4.3% | -31.8% | +27.4% | -3.9% |
| 6M | -1.5% | -36.9% | +35.3% | -1.1% |
| YTD | +10.5% | +84.8% | -74.3% | +11.3% |
| 1Y | +8.5% | +99.0% | -90.4% | +9.0% |
| All | +8.5% | +90.9% | -82.3% | +9.0% |
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