+2,233.7%
SIMO vs BEN
+178.0%
+2,055.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.3% | -0.7% | +2.5% |
| 7D | -8.2% | +12.2% | -20.4% | -13.3% |
| 30D | -34.6% | +12.1% | -46.7% | -38.2% |
| 3M | -32.6% | +7.3% | -39.9% | -34.8% |
| 6M | -31.8% | +17.9% | -49.7% | -37.2% |
| YTD | +87.6% | +55.4% | +32.2% | +49.7% |
| 1Y | +86.7% | +69.3% | +17.3% | +42.7% |
| 3Y | +227.4% | +82.8% | +144.6% | +133.3% |
| 5Y | +173.0% | +28.8% | +144.2% | +124.2% |
| 10Y | +409.6% | +53.9% | +355.7% | +237.7% |
| All | +2,233.7% | +178.0% | +2,055.6% | +1,009.0% |
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 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