+415.5%
SIMO vs HDB
-24.6%
+440.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +8.8% |
| 7D | +4.2% | +0.4% | +3.8% | +4.1% |
| 30D | +4.1% | -2.8% | +6.9% | +4.7% |
| 3M | -12.9% | -3.5% | -9.3% | -12.3% |
| 6M | +110.3% | -24.7% | +135.1% | +121.7% |
| YTD | +178.6% | -36.6% | +215.1% | +203.4% |
| 1Y | +220.0% | -34.4% | +254.4% | +245.1% |
| All | +415.5% | -24.6% | +440.0% | +419.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling