-17.1%
NOW vs SIMO
+229.1%
-246.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.9% |
| 7D | -3.1% | -8.5% | +5.4% | -3.2% |
| 30D | -27.0% | -34.8% | +7.8% | -27.6% |
| 3M | -17.7% | -32.8% | +15.1% | -18.4% |
| 6M | +12.7% | -32.0% | +44.7% | +9.4% |
| YTD | -32.9% | +87.0% | -119.9% | -48.5% |
| 1Y | -40.4% | +86.1% | -126.5% | -54.3% |
| 3Y | -17.1% | +226.4% | -243.5% | -51.1% |
| All | -17.1% | +229.1% | -246.2% | -51.1% |
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