+408.0%
SIMO vs HDB
+61.5%
+346.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.7% | +3.0% | +5.0% |
| 7D | -8.5% | +13.7% | -22.2% | -11.7% |
| 30D | -34.8% | +15.8% | -50.7% | -37.6% |
| 3M | -32.8% | +9.2% | -42.1% | -34.7% |
| 6M | -32.0% | +3.2% | -35.2% | -33.1% |
| YTD | +87.0% | -29.4% | +116.4% | +103.3% |
| 1Y | +86.1% | -27.9% | +114.0% | +100.9% |
| 3Y | +226.4% | -5.9% | +232.3% | +222.0% |
| 5Y | +172.1% | -23.5% | +195.6% | +181.7% |
| 10Y | +408.0% | +61.3% | +346.7% | +376.0% |
| All | +408.0% | +61.5% | +346.5% | +376.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling