+270.1%
SIMO vs XHB
+37.5%
+232.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.0% | +7.7% | +8.3% |
| 7D | +4.2% | -1.3% | +5.5% | +4.8% |
| 30D | +4.1% | -6.9% | +11.0% | +7.0% |
| 3M | -12.9% | -1.3% | -11.6% | -12.7% |
| 6M | +110.3% | -6.8% | +117.1% | +114.5% |
| YTD | +178.6% | +0.7% | +177.8% | +172.5% |
| 1Y | +220.0% | -11.2% | +231.2% | +231.8% |
| 3Y | +409.0% | +25.3% | +383.7% | +345.9% |
| All | +270.1% | +37.5% | +232.6% | +228.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling