+407.5%
SIMO vs RVTY
+212.9%
+194.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | -16.0% | -2.7% | -13.3% | -15.0% |
| 30D | -35.8% | +3.2% | -39.0% | -36.0% |
| 3M | -26.5% | +37.2% | -63.7% | -33.3% |
| 6M | -33.0% | +57.7% | -90.7% | -42.2% |
| YTD | +84.3% | +64.8% | +19.5% | +54.9% |
| 1Y | +82.0% | +72.8% | +9.1% | +50.2% |
| 3Y | +218.5% | +89.8% | +128.7% | +147.6% |
| 5Y | +175.0% | -8.4% | +183.5% | +171.3% |
| 10Y | +407.5% | +219.5% | +188.0% | +176.4% |
| All | +407.5% | +212.9% | +194.6% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling