+1,980.5%
NOW vs SIMO
+1,498.8%
+481.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -14.4% | +8.5% | -3.6% |
| 7D | -6.7% | -31.4% | +24.7% | -1.0% |
| 30D | -25.8% | -45.2% | +19.4% | -19.0% |
| 3M | -12.7% | -36.5% | +23.8% | -9.0% |
| 6M | +11.2% | -34.2% | +45.4% | +9.5% |
| YTD | -33.2% | +69.9% | -103.1% | -50.7% |
| 1Y | -41.8% | +60.4% | -102.2% | -56.5% |
| 3Y | -15.7% | +203.1% | -218.8% | -49.0% |
| 5Y | -26.0% | +145.4% | -171.5% | -54.7% |
| 10Y | +515.1% | +368.9% | +146.2% | +191.2% |
| All | +1,980.5% | +1,498.8% | +481.7% | +566.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling