+223.8%
SIMO vs EQX
+17.2%
+206.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.6% | +7.1% |
| 7D | +11.0% | -3.2% | +14.2% | +11.5% |
| 30D | +17.9% | +7.8% | +10.1% | +16.7% |
| 3M | +3.9% | +21.3% | -17.4% | +0.4% |
| 6M | +131.0% | -22.4% | +153.4% | +128.9% |
| YTD | +209.3% | -11.3% | +220.6% | +200.4% |
| 1Y | +223.8% | +13.5% | +210.2% | +206.3% |
| All | +223.8% | +17.2% | +206.5% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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