+85.2%
SIMO vs BUD
+37.1%
+48.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.3% | +4.3% | +6.6% |
| 7D | -8.2% | +1.3% | -9.5% | -6.6% |
| 30D | -34.6% | +10.0% | -44.6% | -30.2% |
| 3M | -32.6% | +1.6% | -34.2% | -29.0% |
| 6M | -31.8% | +6.5% | -38.3% | -27.1% |
| YTD | +87.6% | +34.8% | +52.8% | +121.6% |
| All | +85.2% | +37.1% | +48.1% | +118.2% |
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