+100.4%
SIMO vs BEN
+68.9%
+31.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.6% | +8.6% |
| 7D | +0.9% | +7.2% | -6.2% | -3.4% |
| 30D | -25.4% | +14.1% | -39.5% | -31.4% |
| 3M | -17.8% | +9.9% | -27.7% | -22.5% |
| 6M | -29.6% | +17.4% | -46.9% | -35.8% |
| YTD | +100.3% | +57.3% | +43.0% | +46.7% |
| 1Y | +100.4% | +66.9% | +33.4% | +37.5% |
| All | +100.4% | +68.9% | +31.5% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling