+100.5%
SIMO vs BUD
+38.4%
+62.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.1% | -12.7% | -7.6% |
| 7D | -16.9% | +3.3% | -20.2% | -14.5% |
| 30D | -35.4% | +11.8% | -47.2% | -31.1% |
| 3M | -31.9% | -1.1% | -30.8% | -29.4% |
| 6M | -19.3% | +14.9% | -34.2% | -14.0% |
| YTD | +98.5% | +32.6% | +65.9% | +125.5% |
| 1Y | +100.5% | +37.2% | +63.3% | +126.0% |
| All | +100.5% | +38.4% | +62.2% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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