+579.5%
SIMO vs DG
+102.6%
+476.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.3% |
| 7D | +14.5% | -4.8% | +19.3% | +14.9% |
| 30D | +20.4% | +1.8% | +18.7% | +20.2% |
| 3M | +7.1% | +14.5% | -7.3% | +5.3% |
| 6M | +129.2% | -13.6% | +142.8% | +132.6% |
| YTD | +201.9% | -4.8% | +206.8% | +202.7% |
| 1Y | +235.5% | +21.6% | +213.9% | +225.1% |
| 3Y | +463.8% | +4.5% | +459.4% | +444.2% |
| 5Y | +306.7% | -38.5% | +345.2% | +327.2% |
| 10Y | +579.5% | +102.2% | +477.2% | +454.0% |
| All | +579.5% | +102.6% | +476.8% | +454.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling