+2,101.2%
SIMO vs GEN
+284.8%
+1,816.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.9% |
| 7D | -22.0% | +2.3% | -24.3% | -22.7% |
| 30D | -43.0% | +33.1% | -76.1% | -48.3% |
| 3M | -39.1% | +6.5% | -45.6% | -41.8% |
| 6M | -33.3% | +53.8% | -87.1% | -44.7% |
| YTD | +77.0% | +11.2% | +65.7% | +62.2% |
| 1Y | +73.0% | +19.4% | +53.6% | +54.6% |
| 3Y | +215.7% | +81.0% | +134.7% | +140.2% |
| 5Y | +155.6% | +33.4% | +122.2% | +107.9% |
| 10Y | +388.4% | +164.3% | +224.1% | +166.5% |
| All | +2,101.2% | +284.8% | +1,816.4% | +724.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling