+74.7%
LNG vs SIMO
+462.5%
-387.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +6.2% | -11.6% | -5.6% |
| 7D | -6.2% | +14.6% | -20.8% | -6.5% |
| 30D | +8.0% | +6.2% | +1.8% | +7.7% |
| 3M | +16.9% | +3.6% | +13.4% | +16.3% |
| 6M | +8.7% | +130.8% | -122.1% | +4.2% |
| YTD | +43.0% | +195.8% | -152.8% | +34.1% |
| 1Y | +19.4% | +225.0% | -205.6% | +10.6% |
| 3Y | +74.7% | +452.3% | -377.6% | +44.3% |
| All | +74.7% | +462.5% | -387.8% | +44.3% |
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