+270.1%
SIMO vs FND
-60.2%
+330.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.7% | +7.0% | +8.4% |
| 7D | +4.2% | -5.2% | +9.5% | +5.3% |
| 30D | +4.1% | -19.9% | +24.0% | +8.4% |
| 3M | -12.9% | +2.7% | -15.6% | -14.5% |
| 6M | +110.3% | -21.7% | +132.0% | +118.1% |
| YTD | +178.6% | -17.5% | +196.1% | +183.2% |
| 1Y | +220.0% | -39.3% | +259.3% | +248.8% |
| 3Y | +409.0% | -49.8% | +458.8% | +461.0% |
| All | +270.1% | -60.2% | +330.3% | +333.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling