+9,895.3%
SIMO vs BUD
+201.1%
+9,694.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.6% |
| 7D | +4.2% | +0.3% | +4.0% | +4.1% |
| 30D | +4.1% | -5.7% | +9.8% | +5.9% |
| 3M | -12.9% | +3.1% | -16.0% | -14.3% |
| 6M | +110.3% | +7.9% | +102.5% | +103.0% |
| YTD | +178.6% | +27.3% | +151.2% | +153.5% |
| 1Y | +220.0% | +37.8% | +182.2% | +182.3% |
| 3Y | +409.0% | +49.8% | +359.2% | +327.2% |
| 5Y | +277.3% | +43.8% | +233.5% | +213.3% |
| 10Y | +506.6% | -22.6% | +529.2% | +520.0% |
| All | +9,895.3% | +201.1% | +9,694.3% | +4,500.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling