+100.5%
SIMO vs BRKR
+65.8%
+34.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +12.9% | -22.5% | -10.8% |
| 7D | -16.9% | +2.9% | -19.8% | -16.9% |
| 30D | -35.4% | -0.1% | -35.3% | -35.5% |
| 3M | -31.9% | +26.9% | -58.8% | -32.7% |
| 6M | -19.3% | +75.6% | -94.9% | -20.0% |
| YTD | +98.5% | +35.8% | +62.6% | +114.6% |
| 1Y | +100.5% | +58.6% | +41.9% | +110.8% |
| All | +100.5% | +65.8% | +34.7% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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