+100.5%
SIMO vs RACE
+10.6%
+90.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +4.3% | -13.9% | -9.0% |
| 7D | -16.9% | +9.9% | -26.8% | -15.9% |
| 30D | -35.4% | +12.8% | -48.2% | -34.4% |
| 3M | -31.9% | +7.4% | -39.2% | -31.1% |
| 6M | -19.3% | +27.6% | -46.9% | -16.9% |
| YTD | +98.5% | +18.4% | +80.1% | +102.8% |
| 1Y | +100.5% | +9.5% | +91.0% | +111.5% |
| All | +100.5% | +10.6% | +90.0% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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