+270.1%
SIMO vs BUD
+46.3%
+223.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.7% |
| 7D | +4.2% | +0.3% | +4.0% | +4.2% |
| 30D | +4.1% | -5.7% | +9.8% | +4.9% |
| 3M | -12.9% | +3.1% | -16.0% | -13.6% |
| 6M | +110.3% | +7.9% | +102.5% | +106.8% |
| YTD | +178.6% | +27.3% | +151.2% | +165.5% |
| 1Y | +220.0% | +37.8% | +182.2% | +199.6% |
| 3Y | +409.0% | +49.8% | +359.2% | +361.5% |
| All | +270.1% | +46.3% | +223.8% | +235.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling