+220.0%
SIMO vs BB
+105.3%
+114.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +4.2% | -5.6% | +9.9% | +6.4% |
| 30D | +4.1% | -11.8% | +15.9% | +8.6% |
| 3M | -12.9% | -25.5% | +12.7% | -3.8% |
| 6M | +110.3% | +121.3% | -10.9% | +66.1% |
| YTD | +178.6% | +103.2% | +75.4% | +125.8% |
| 1Y | +220.0% | +102.6% | +117.4% | +182.5% |
| All | +220.0% | +105.3% | +114.7% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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