+318.1%
SIMO vs BBIO
+42.7%
+275.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.1% | +7.3% | +7.3% |
| 7D | +11.0% | -3.2% | +14.2% | +11.3% |
| 30D | +17.9% | -13.6% | +31.5% | +19.0% |
| 3M | +3.9% | +7.2% | -3.3% | +3.3% |
| 6M | +131.0% | +1.5% | +129.6% | +130.4% |
| YTD | +209.3% | -5.3% | +214.6% | +209.2% |
| 1Y | +223.8% | +37.7% | +186.0% | +215.7% |
| 3Y | +479.2% | +153.9% | +325.3% | +440.9% |
| All | +318.1% | +42.7% | +275.4% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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