+528.8%
SIMO vs FLR
+18.9%
+509.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +6.0% |
| 7D | +14.6% | +0.7% | +13.9% | +14.4% |
| 30D | +6.2% | -0.7% | +6.9% | +6.3% |
| 3M | +3.6% | +14.3% | -10.8% | +1.3% |
| 6M | +130.8% | +25.6% | +105.2% | +121.5% |
| YTD | +195.8% | +42.9% | +152.9% | +177.5% |
| 1Y | +225.0% | +38.7% | +186.3% | +206.5% |
| 3Y | +452.3% | +61.8% | +390.5% | +400.3% |
| 5Y | +303.6% | +254.1% | +49.5% | +223.5% |
| 10Y | +528.8% | +20.0% | +508.7% | +443.1% |
| All | +528.8% | +18.9% | +509.9% | +443.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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