+453.9%
SIMO vs FRSH
-45.4%
+499.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.9% | +11.1% | +6.4% |
| 7D | +14.6% | -10.1% | +24.7% | +15.2% |
| 30D | +6.2% | +2.2% | +4.0% | +5.7% |
| 3M | +3.6% | +28.6% | -25.0% | 0.0% |
| 6M | +130.8% | +40.2% | +90.6% | +117.6% |
| YTD | +195.8% | -1.2% | +197.0% | +200.8% |
| 1Y | +225.0% | -7.9% | +232.9% | +235.6% |
| All | +453.9% | -45.4% | +499.3% | +543.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling