+2,070.8%
SIMO vs BTG
+392.0%
+1,678.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.4% | +10.1% | +8.8% |
| 7D | +4.2% | -0.9% | +5.1% | +4.3% |
| 30D | +4.1% | +36.8% | -32.7% | +0.7% |
| 3M | -12.9% | +23.1% | -36.0% | -14.9% |
| 6M | +110.3% | +3.5% | +106.9% | +108.1% |
| YTD | +178.6% | +25.5% | +153.1% | +169.9% |
| 1Y | +220.0% | +40.1% | +179.9% | +206.4% |
| 3Y | +409.0% | +101.1% | +307.9% | +366.3% |
| 5Y | +277.3% | +70.6% | +206.7% | +245.7% |
| 10Y | +506.6% | +152.1% | +354.5% | +412.6% |
| All | +2,070.8% | +392.0% | +1,678.8% | +1,026.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling