-83.6%
OPEN vs SIMO
+77.7%
-161.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.7% | -5.3% | -6.9% |
| 7D | -24.7% | -16.0% | -8.7% | -23.7% |
| 30D | -41.0% | -35.8% | -5.2% | -38.6% |
| 3M | -62.4% | -26.5% | -35.9% | -61.7% |
| 6M | -73.9% | -33.0% | -40.8% | -73.4% |
| YTD | -77.5% | +84.3% | -161.9% | -82.9% |
| 1Y | -83.6% | +82.0% | -165.5% | -87.3% |
| All | -83.6% | +77.7% | -161.3% | -87.3% |
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