+100.5%
SIMO vs HAS
+66.3%
+34.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.1% | -12.6% | -9.1% |
| 7D | -16.9% | +2.4% | -19.3% | -16.5% |
| 30D | -35.4% | +31.6% | -67.0% | -32.9% |
| 3M | -31.9% | +33.9% | -65.7% | -29.2% |
| 6M | -19.3% | +31.4% | -50.7% | -16.7% |
| YTD | +98.5% | +51.6% | +46.8% | +90.2% |
| 1Y | +100.5% | +65.2% | +35.3% | +81.1% |
| All | +100.5% | +66.3% | +34.2% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling