+192.9%
SIMO vs SOLS
+20.3%
+172.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.8% |
| 7D | +14.5% | +3.7% | +10.8% | +13.0% |
| 30D | +20.4% | +5.0% | +15.4% | +18.2% |
| 3M | +7.1% | -21.1% | +28.2% | +13.6% |
| 6M | +129.2% | -14.2% | +143.4% | +135.9% |
| YTD | +201.9% | +30.6% | +171.3% | +170.3% |
| All | +192.9% | +20.3% | +172.6% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling