+99.0%
SIMO vs INDA
-5.5%
+104.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +4.1% | +1.1% | +3.0% | +3.6% |
| 30D | -24.0% | +9.4% | -33.3% | -27.7% |
| 3M | -31.8% | +2.9% | -34.7% | -32.4% |
| 6M | -36.9% | +7.2% | -44.1% | -39.0% |
| YTD | +84.8% | -4.8% | +89.6% | +99.8% |
| 1Y | +99.0% | -5.1% | +104.1% | +114.3% |
| All | +99.0% | -5.5% | +104.4% | +114.3% |
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