+100.5%
SIMO vs XHB
+5.8%
+94.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +5.4% | -15.0% | -9.2% |
| 7D | -16.9% | +9.7% | -26.6% | -16.7% |
| 30D | -35.4% | +11.7% | -47.0% | -35.2% |
| 3M | -31.9% | -1.4% | -30.5% | -31.0% |
| 6M | -19.3% | +6.8% | -26.1% | -18.3% |
| YTD | +98.5% | +5.5% | +93.0% | +96.4% |
| 1Y | +100.5% | +5.1% | +95.4% | +97.9% |
| All | +100.5% | +5.8% | +94.7% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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