+521.8%
NOW vs SIMO
+453.3%
+68.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.7% | -5.5% | +2.0% |
| 7D | -5.6% | +0.9% | -6.5% | -5.8% |
| 30D | -26.8% | -25.4% | -1.4% | -24.5% |
| 3M | -19.4% | -17.8% | -1.7% | -19.6% |
| 6M | +12.3% | -29.6% | +41.9% | +10.0% |
| YTD | -32.9% | +100.3% | -133.2% | -52.1% |
| 1Y | -40.3% | +100.4% | -140.7% | -57.5% |
| 3Y | -19.1% | +246.1% | -265.1% | -52.8% |
| 5Y | -24.4% | +189.8% | -214.2% | -55.8% |
| 10Y | +521.8% | +434.6% | +87.2% | +167.4% |
| All | +521.8% | +453.3% | +68.5% | +167.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling