+170.0%
SIMO vs BEN
+28.2%
+141.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.8% |
| 7D | +4.1% | +6.8% | -2.7% | +1.1% |
| 30D | -24.0% | +18.0% | -42.0% | -29.3% |
| 3M | -31.8% | +7.5% | -39.2% | -33.8% |
| 6M | -36.9% | +14.7% | -51.6% | -40.5% |
| YTD | +84.8% | +56.1% | +28.7% | +52.7% |
| 1Y | +99.0% | +69.6% | +29.4% | +59.0% |
| 3Y | +217.9% | +87.7% | +130.3% | +137.2% |
| All | +170.0% | +28.2% | +141.7% | +149.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling