-71.4%
OPEN vs SIMO
+94.5%
-165.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -9.6% | +23.4% | +14.6% |
| 7D | +3.7% | -16.9% | +20.5% | +5.3% |
| 30D | -14.3% | -35.4% | +21.1% | -10.5% |
| 3M | -51.9% | -31.9% | -20.1% | -50.4% |
| 6M | -61.4% | -19.3% | -42.1% | -61.6% |
| YTD | -66.0% | +98.5% | -164.5% | -75.4% |
| 1Y | -71.4% | +100.5% | -171.9% | -79.5% |
| All | -71.4% | +94.5% | -165.9% | -79.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling