+409.6%
SIMO vs GEN
+166.9%
+242.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.6% | +5.7% |
| 7D | -8.2% | -0.3% | -7.9% | -8.2% |
| 30D | -34.6% | +28.2% | -62.8% | -37.2% |
| 3M | -32.6% | +2.6% | -35.2% | -33.6% |
| 6M | -31.8% | +32.7% | -64.5% | -36.6% |
| YTD | +87.6% | +11.3% | +76.4% | +79.8% |
| 1Y | +86.7% | +17.9% | +68.7% | +76.6% |
| 3Y | +227.4% | +66.3% | +161.1% | +189.1% |
| 5Y | +173.0% | +31.7% | +141.3% | +146.6% |
| 10Y | +409.6% | +150.0% | +259.6% | +278.6% |
| All | +409.6% | +166.9% | +242.7% | +278.6% |
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