+579.5%
SIMO vs FHN
+125.8%
+453.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +14.5% | 0.0% | +14.5% | +14.5% |
| 30D | +20.4% | -2.6% | +23.0% | +21.3% |
| 3M | +7.1% | 0.0% | +7.1% | +7.0% |
| 6M | +129.2% | +9.2% | +120.0% | +123.4% |
| YTD | +201.9% | +4.3% | +197.6% | +197.3% |
| 1Y | +235.5% | +10.8% | +224.8% | +224.6% |
| 3Y | +463.8% | +130.7% | +333.1% | +357.1% |
| 5Y | +306.7% | +87.4% | +219.3% | +227.7% |
| 10Y | +579.5% | +126.9% | +452.6% | +384.0% |
| All | +579.5% | +125.8% | +453.6% | +384.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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