+99.0%
SIMO vs BNS
+40.7%
+58.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.5% |
| 7D | +4.1% | +0.9% | +3.2% | +3.7% |
| 30D | -24.0% | +2.8% | -26.7% | -23.9% |
| 3M | -31.8% | +3.0% | -34.8% | -31.8% |
| 6M | -36.9% | +23.3% | -60.1% | -38.3% |
| YTD | +84.8% | +29.3% | +55.5% | +77.6% |
| 1Y | +99.0% | +41.7% | +57.3% | +78.9% |
| All | +99.0% | +40.7% | +58.3% | +78.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling