+220.0%
SIMO vs XHB
-9.3%
+229.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.0% | +7.7% | +8.5% |
| 7D | +4.2% | -1.3% | +5.5% | +4.4% |
| 30D | +4.1% | -6.9% | +11.0% | +5.3% |
| 3M | -12.9% | -1.3% | -11.6% | -12.7% |
| 6M | +110.3% | -6.8% | +117.1% | +109.8% |
| YTD | +178.6% | +0.7% | +177.8% | +169.6% |
| 1Y | +220.0% | -11.2% | +231.2% | +248.9% |
| All | +220.0% | -9.3% | +229.2% | +248.9% |
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