+235.5%
SIMO vs INDA
-7.9%
+243.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.7% |
| 7D | +14.5% | -2.6% | +17.1% | +16.5% |
| 30D | +20.4% | -2.9% | +23.4% | +22.7% |
| 3M | +7.1% | +2.4% | +4.8% | +5.2% |
| 6M | +129.2% | -2.6% | +131.9% | +134.2% |
| YTD | +201.9% | -10.0% | +211.9% | +233.0% |
| 1Y | +235.5% | -7.7% | +243.2% | +258.8% |
| All | +235.5% | -7.9% | +243.4% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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