+409.6%
SIMO vs BEN
+70.4%
+339.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.7% | +3.2% |
| 7D | -8.2% | +12.2% | -20.4% | -12.2% |
| 30D | -34.6% | +12.1% | -46.7% | -37.3% |
| 3M | -32.6% | +7.3% | -39.9% | -34.3% |
| 6M | -31.8% | +17.9% | -49.7% | -35.9% |
| YTD | +87.6% | +55.4% | +32.2% | +58.5% |
| 1Y | +86.7% | +69.3% | +17.3% | +52.8% |
| 3Y | +227.4% | +82.8% | +144.6% | +155.3% |
| 5Y | +173.0% | +28.8% | +144.2% | +136.0% |
| 10Y | +409.6% | +53.9% | +355.7% | +303.0% |
| All | +409.6% | +70.4% | +339.2% | +303.0% |
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