+22.5%
HON vs SIMO
+432.2%
-409.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.7% | -7.7% | +0.4% |
| 7D | -3.6% | +4.2% | -7.8% | -3.9% |
| 30D | -15.3% | +4.1% | -19.4% | -15.7% |
| 3M | -7.9% | -12.9% | +5.0% | -7.8% |
| 6M | -18.1% | +110.3% | -128.4% | -24.4% |
| YTD | +3.8% | +178.6% | -174.7% | -8.5% |
| 1Y | +0.5% | +220.0% | -219.5% | -13.8% |
| All | +22.5% | +432.2% | -409.6% | -9.2% |
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