+100.5%
SIMO vs ACWI
+14.9%
+85.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -13.4% |
| 7D | -16.9% | -0.5% | -16.4% | -16.0% |
| 30D | -35.4% | -1.6% | -33.7% | -32.4% |
| 3M | -31.9% | -1.3% | -30.5% | -28.9% |
| 6M | -19.3% | +5.8% | -25.2% | -23.9% |
| YTD | +98.5% | +12.7% | +85.7% | +69.4% |
| 1Y | +100.5% | +15.0% | +85.5% | +63.4% |
| All | +100.5% | +14.9% | +85.6% | +63.4% |
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