+528.8%
SIMO vs IBN
+312.4%
+216.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +6.8% |
| 7D | +14.6% | -2.2% | +16.8% | +15.2% |
| 30D | +6.2% | -2.3% | +8.5% | +6.8% |
| 3M | +3.6% | +15.9% | -12.3% | -0.4% |
| 6M | +130.8% | +5.6% | +125.2% | +126.7% |
| YTD | +195.8% | -0.1% | +195.8% | +194.9% |
| 1Y | +225.0% | -6.5% | +231.5% | +229.0% |
| 3Y | +452.3% | +29.3% | +423.0% | +413.1% |
| 5Y | +303.6% | +56.6% | +247.0% | +256.4% |
| 10Y | +528.8% | +314.4% | +214.4% | +367.5% |
| All | +528.8% | +312.4% | +216.4% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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