+220.0%
SIMO vs ACWI
+23.6%
+196.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.8% |
| 7D | +4.2% | +0.5% | +3.7% | +3.0% |
| 30D | +4.1% | +0.9% | +3.2% | +2.1% |
| 3M | -12.9% | +2.4% | -15.3% | -16.5% |
| 6M | +110.3% | +12.4% | +98.0% | +73.0% |
| YTD | +178.6% | +15.2% | +163.4% | +113.6% |
| 1Y | +220.0% | +22.7% | +197.3% | +91.4% |
| All | +220.0% | +23.6% | +196.4% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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