+225.0%
SIMO vs XHB
-15.1%
+240.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +6.5% |
| 7D | +14.6% | +0.2% | +14.4% | +14.5% |
| 30D | +6.2% | -9.1% | +15.3% | +7.8% |
| 3M | +3.6% | -2.3% | +5.9% | +3.9% |
| 6M | +130.8% | -4.1% | +134.9% | +128.1% |
| YTD | +195.8% | -1.7% | +197.5% | +187.2% |
| 1Y | +225.0% | -15.1% | +240.1% | +261.0% |
| All | +225.0% | -15.1% | +240.1% | +261.0% |
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