+549.0%
SIMO vs BNS
+187.0%
+362.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.9% |
| 7D | +12.5% | -2.2% | +14.7% | +13.6% |
| 30D | +18.4% | +4.5% | +13.9% | +15.8% |
| 3M | +5.6% | +14.9% | -9.3% | -1.1% |
| 6M | +116.9% | +32.5% | +84.4% | +90.2% |
| YTD | +188.4% | +28.6% | +159.8% | +155.3% |
| 1Y | +221.3% | +48.4% | +172.9% | +165.7% |
| 3Y | +438.6% | +130.8% | +307.8% | +258.3% |
| 5Y | +287.9% | +94.8% | +193.1% | +176.2% |
| All | +549.0% | +187.0% | +362.0% | +288.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BNS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling