+528.8%
SIMO vs EAT
+373.3%
+155.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.5% | +6.8% |
| 7D | +14.6% | -4.9% | +19.5% | +15.6% |
| 30D | +6.2% | -1.2% | +7.4% | +6.3% |
| 3M | +3.6% | +52.2% | -48.7% | -4.5% |
| 6M | +130.8% | +65.0% | +65.7% | +109.6% |
| YTD | +195.8% | +55.0% | +140.7% | +170.9% |
| 1Y | +225.0% | +42.1% | +182.9% | +200.2% |
| 3Y | +452.3% | +614.7% | -162.4% | +285.0% |
| 5Y | +303.6% | +322.7% | -19.1% | +195.2% |
| 10Y | +528.8% | +382.0% | +146.7% | +309.9% |
| All | +528.8% | +373.3% | +155.5% | +309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 10y: compounded portfolio wealth divided by compounded EAT 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…
10y analysis · Full analysis span regression · 6 months rolling