+452.3%
SIMO vs XHB
+26.5%
+425.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +7.1% |
| 7D | +14.6% | +0.2% | +14.4% | +14.4% |
| 30D | +6.2% | -9.1% | +15.3% | +10.1% |
| 3M | +3.6% | -2.3% | +5.9% | +4.0% |
| 6M | +130.8% | -4.1% | +134.9% | +131.5% |
| YTD | +195.8% | -1.7% | +197.5% | +190.7% |
| 1Y | +225.0% | -15.1% | +240.1% | +244.3% |
| 3Y | +452.3% | +26.8% | +425.5% | +396.3% |
| All | +452.3% | +26.5% | +425.9% | +396.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling