+434.6%
SIMO vs GEN
+156.5%
+278.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.1% | +6.6% | +8.4% |
| 7D | +0.9% | -0.8% | +1.8% | +1.1% |
| 30D | -25.4% | +31.2% | -56.6% | -28.5% |
| 3M | -17.8% | +6.1% | -23.8% | -19.3% |
| 6M | -29.6% | +38.1% | -67.7% | -34.9% |
| YTD | +100.3% | +14.4% | +85.9% | +91.3% |
| 1Y | +100.4% | +15.1% | +85.2% | +91.0% |
| 3Y | +246.1% | +68.5% | +177.6% | +205.2% |
| 5Y | +189.8% | +35.8% | +154.0% | +160.6% |
| 10Y | +434.6% | +155.4% | +279.2% | +293.3% |
| All | +434.6% | +156.5% | +278.1% | +293.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling