+244.6%
SIMO vs HDB
-6.8%
+251.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.6% |
| 7D | +0.9% | +6.9% | -6.0% | -0.2% |
| 30D | -25.4% | +15.2% | -40.6% | -27.5% |
| 3M | -17.8% | +11.7% | -29.5% | -19.6% |
| 6M | -29.6% | +7.5% | -37.1% | -30.6% |
| YTD | +100.3% | -28.8% | +129.1% | +113.7% |
| 1Y | +100.4% | -29.1% | +129.5% | +113.9% |
| All | +244.6% | -6.8% | +251.4% | +248.6% |
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