+408.0%
SIMO vs BEN
+70.4%
+337.6%
-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 | -8.5% | +12.2% | -20.7% | -12.4% |
| 30D | -34.8% | +12.1% | -46.9% | -37.5% |
| 3M | -32.8% | +7.3% | -40.1% | -34.5% |
| 6M | -32.0% | +17.9% | -49.9% | -36.1% |
| YTD | +87.0% | +55.4% | +31.6% | +58.0% |
| 1Y | +86.1% | +69.3% | +16.7% | +52.3% |
| 3Y | +226.4% | +82.8% | +143.6% | +154.5% |
| 5Y | +172.1% | +28.8% | +143.3% | +135.3% |
| 10Y | +408.0% | +53.9% | +354.1% | +301.8% |
| All | +408.0% | +70.4% | +337.6% | +301.8% |
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