+100.5%
SIMO vs LDOS
-27.6%
+128.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.7% | -10.3% | -9.3% |
| 7D | -16.9% | -2.8% | -14.1% | -17.6% |
| 30D | -35.4% | +13.6% | -49.0% | -32.0% |
| 3M | -31.9% | +4.2% | -36.1% | -29.9% |
| 6M | -19.3% | -8.2% | -11.1% | -14.7% |
| YTD | +98.5% | -24.1% | +122.6% | +102.2% |
| 1Y | +100.5% | -31.2% | +131.7% | +108.2% |
| All | +100.5% | -27.6% | +128.1% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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