+225.0%
SIMO vs PEG
-5.5%
+230.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.4% | +6.3% |
| 7D | +14.6% | +1.0% | +13.6% | +14.9% |
| 30D | +6.2% | -1.9% | +8.1% | +5.7% |
| 3M | +3.6% | -3.7% | +7.2% | +2.0% |
| 6M | +130.8% | -9.4% | +140.2% | +125.9% |
| YTD | +195.8% | -6.0% | +201.8% | +189.5% |
| 1Y | +225.0% | -4.4% | +229.4% | +220.9% |
| All | +225.0% | -5.5% | +230.5% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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