+528.8%
SIMO vs EXEL
+380.2%
+148.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.3% | +8.4% | +6.4% |
| 7D | +14.6% | +1.4% | +13.2% | +14.4% |
| 30D | +6.2% | +6.7% | -0.5% | +5.3% |
| 3M | +3.6% | +11.5% | -7.9% | +1.7% |
| 6M | +130.8% | +38.8% | +92.0% | +119.6% |
| YTD | +195.8% | +31.6% | +164.2% | +183.7% |
| 1Y | +225.0% | +53.0% | +172.0% | +205.3% |
| 3Y | +452.3% | +160.8% | +291.5% | +377.0% |
| 5Y | +303.6% | +190.1% | +113.5% | +239.4% |
| 10Y | +528.8% | +367.0% | +161.8% | +421.6% |
| All | +528.8% | +380.2% | +148.6% | +421.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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