+215.7%
SIMO vs GEN
+79.4%
+136.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.2% |
| 7D | -22.0% | +2.3% | -24.3% | -22.0% |
| 30D | -43.0% | +33.1% | -76.1% | -43.7% |
| 3M | -39.1% | +6.5% | -45.6% | -39.7% |
| 6M | -33.3% | +53.8% | -87.1% | -40.2% |
| YTD | +77.0% | +11.2% | +65.7% | +73.8% |
| 1Y | +73.0% | +19.4% | +53.6% | +65.6% |
| 3Y | +215.7% | +81.0% | +134.7% | +185.7% |
| All | +215.7% | +79.4% | +136.3% | +185.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling