+2,188.2%
SIMO vs XHB
+173.9%
+2,014.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.0% | +7.7% | +8.2% |
| 7D | +4.2% | -1.3% | +5.5% | +5.0% |
| 30D | +4.1% | -6.9% | +11.0% | +8.2% |
| 3M | -12.9% | -1.3% | -11.6% | -12.7% |
| 6M | +110.3% | -6.8% | +117.1% | +115.7% |
| YTD | +178.6% | +0.7% | +177.8% | +171.0% |
| 1Y | +220.0% | -11.2% | +231.2% | +234.4% |
| 3Y | +409.0% | +25.3% | +383.7% | +325.1% |
| 5Y | +277.3% | +37.3% | +240.0% | +189.1% |
| 10Y | +506.6% | +211.5% | +295.1% | +168.0% |
| All | +2,188.2% | +173.9% | +2,014.3% | +741.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling