+270.1%
SIMO vs GEN
+24.6%
+245.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.2% | +10.9% | +9.0% |
| 7D | +4.2% | -1.2% | +5.4% | +4.4% |
| 30D | +4.1% | +10.1% | -6.1% | +2.6% |
| 3M | -12.9% | +16.1% | -29.0% | -15.0% |
| 6M | +110.3% | +38.9% | +71.5% | +96.1% |
| YTD | +178.6% | +14.4% | +164.1% | +170.3% |
| 1Y | +220.0% | +5.9% | +214.1% | +215.9% |
| 3Y | +409.0% | +58.8% | +350.2% | +365.9% |
| All | +270.1% | +24.6% | +245.5% | +232.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling