+225.0%
SIMO vs EAT
+39.9%
+185.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.5% | +7.2% |
| 7D | +14.6% | -4.9% | +19.5% | +16.2% |
| 30D | +6.2% | -1.2% | +7.4% | +6.1% |
| 3M | +3.6% | +52.2% | -48.7% | -13.1% |
| 6M | +130.8% | +65.0% | +65.7% | +84.7% |
| YTD | +195.8% | +55.0% | +140.7% | +140.0% |
| 1Y | +225.0% | +42.1% | +182.9% | +194.4% |
| All | +225.0% | +39.9% | +185.1% | +194.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling