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  • P vs SIMO✓SelectedUSD · SIMOP vs SIMO performance historyLatest closeAs of+3.54%11/06
Stock and ETF performance explorer

P vs SIMO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+238.6%
SIMO return
+154.7%
Excess return
+84.0%
Maximum drawdown
-48.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioSIMOExcessAlpha
1D+3.5%+4.2%-0.6%+2.2%
7D-23.8%-22.0%-1.8%-17.0%
30D-36.6%-43.0%+6.4%-24.1%
3M+10.9%-39.1%+50.0%+28.1%
6M+30.0%-33.3%+63.3%+43.9%
YTD+44.4%+77.0%-32.6%+9.4%
1Y+3.9%+73.0%-69.1%-20.8%
3Y+176.6%+215.7%-39.1%+69.3%
All+238.6%+154.7%+84.0%+108.4%

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 5y: 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…

5y analysis · Full analysis span regression · 6 months rolling