+2,101.2%
SIMO vs BEN
+161.5%
+1,939.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.6% | +1.8% |
| 7D | -22.0% | +6.6% | -28.6% | -24.5% |
| 30D | -43.0% | +3.8% | -46.9% | -44.0% |
| 3M | -39.1% | +0.2% | -39.4% | -39.0% |
| 6M | -33.3% | +10.4% | -43.7% | -36.5% |
| YTD | +77.0% | +46.2% | +30.8% | +45.7% |
| 1Y | +73.0% | +52.3% | +20.8% | +39.5% |
| 3Y | +215.7% | +65.9% | +149.8% | +136.2% |
| 5Y | +155.6% | +20.6% | +135.1% | +117.1% |
| 10Y | +388.4% | +64.8% | +323.6% | +207.3% |
| All | +2,101.2% | +161.5% | +1,939.7% | +979.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling