+221.3%
SIMO vs BTG
+27.2%
+194.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.2% | -4.0% |
| 7D | +12.5% | -5.8% | +18.3% | +13.4% |
| 30D | +18.4% | +5.7% | +12.7% | +17.2% |
| 3M | +5.6% | +38.1% | -32.5% | -1.1% |
| 6M | +116.9% | +0.3% | +116.6% | +116.5% |
| YTD | +188.4% | +19.9% | +168.5% | +175.2% |
| 1Y | +221.3% | +24.6% | +196.7% | +190.0% |
| All | +221.3% | +27.2% | +194.0% | +190.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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