+82.0%
SIMO vs ACWI
+12.3%
+69.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -0.6% |
| 7D | -16.0% | -0.2% | -15.9% | -15.2% |
| 30D | -35.8% | -3.3% | -32.5% | -29.4% |
| 3M | -26.5% | -3.4% | -23.1% | -18.6% |
| 6M | -33.0% | +0.8% | -33.8% | -30.6% |
| YTD | +84.3% | +10.7% | +73.6% | +66.2% |
| 1Y | +82.0% | +11.6% | +70.4% | +61.2% |
| All | +82.0% | +12.3% | +69.7% | +61.2% |
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