+660.5%
SIMO vs BBIO
+144.2%
+516.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | +14.6% | -2.4% | +17.0% | +14.8% |
| 30D | +6.2% | -11.5% | +17.7% | +7.2% |
| 3M | +3.6% | +11.0% | -7.4% | +2.5% |
| 6M | +130.8% | +14.4% | +116.4% | +127.5% |
| YTD | +195.8% | -2.3% | +198.0% | +194.8% |
| 1Y | +225.0% | +37.7% | +187.3% | +214.7% |
| 3Y | +452.3% | +163.1% | +289.2% | +401.8% |
| 5Y | +303.6% | +49.5% | +254.1% | +244.7% |
| All | +660.5% | +144.2% | +516.3% | +482.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling