+528.8%
SIMO vs DAR
+367.0%
+161.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.2% | +5.4% |
| 7D | +14.6% | -0.9% | +15.5% | +14.9% |
| 30D | +6.2% | +13.0% | -6.8% | +2.7% |
| 3M | +3.6% | +15.0% | -11.4% | 0.0% |
| 6M | +130.8% | +26.8% | +103.9% | +116.7% |
| YTD | +195.8% | +86.4% | +109.3% | +151.9% |
| 1Y | +225.0% | +115.1% | +109.9% | +165.5% |
| 3Y | +452.3% | +14.6% | +437.7% | +411.1% |
| 5Y | +303.6% | -8.8% | +312.4% | +281.4% |
| 10Y | +528.8% | +356.5% | +172.2% | +223.3% |
| All | +528.8% | +367.0% | +161.8% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DAR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling