+184.5%
NOK vs SIMO
+469.0%
-284.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.5% |
| 7D | +9.3% | +14.5% | -5.2% | +5.3% |
| 30D | +17.9% | +20.4% | -2.6% | +11.7% |
| 3M | -22.3% | +7.1% | -29.4% | -24.4% |
| 6M | +36.4% | +129.2% | -92.9% | +14.4% |
| YTD | +66.3% | +201.9% | -135.6% | +32.4% |
| 1Y | +134.4% | +235.5% | -101.1% | +81.6% |
| All | +184.5% | +469.0% | -284.5% | +85.9% |
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