+528.8%
SIMO vs BEN
+56.5%
+472.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.3% |
| 7D | +14.6% | +4.7% | +9.9% | +12.7% |
| 30D | +6.2% | +2.6% | +3.6% | +5.3% |
| 3M | +3.6% | +11.5% | -7.9% | -0.5% |
| 6M | +130.8% | +35.3% | +95.5% | +105.5% |
| YTD | +195.8% | +48.6% | +147.1% | +154.2% |
| 1Y | +225.0% | +46.7% | +178.3% | +180.6% |
| 3Y | +452.3% | +57.0% | +395.3% | +354.7% |
| 5Y | +303.6% | +41.8% | +261.8% | +235.7% |
| 10Y | +528.8% | +55.2% | +473.6% | +394.5% |
| All | +528.8% | +56.5% | +472.3% | +394.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling