+100.5%
SIMO vs GEN
+20.2%
+80.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +4.0% | -13.6% | -8.4% |
| 7D | -16.9% | +26.9% | -43.7% | -11.3% |
| 30D | -35.4% | +38.6% | -74.0% | -29.0% |
| 3M | -31.9% | +9.7% | -41.6% | -30.3% |
| 6M | -19.3% | +58.9% | -78.2% | -18.1% |
| YTD | +98.5% | +15.3% | +83.1% | +101.1% |
| 1Y | +100.5% | +21.8% | +78.7% | +100.2% |
| All | +100.5% | +20.2% | +80.4% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling