+82.0%
SIMO vs HBM
+31.9%
+50.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +1.9% | -0.1% |
| 7D | -16.0% | +2.4% | -18.4% | -16.8% |
| 30D | -35.8% | -16.0% | -19.8% | -30.5% |
| 3M | -26.5% | -21.3% | -5.1% | -18.6% |
| 6M | -33.0% | -12.2% | -20.8% | -28.5% |
| YTD | +84.3% | +10.7% | +73.7% | +76.8% |
| 1Y | +82.0% | +30.3% | +51.7% | +57.7% |
| All | +82.0% | +31.9% | +50.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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