+220.0%
SIMO vs ZBRA
+18.2%
+201.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.5% | +7.2% | +8.4% |
| 7D | +4.2% | +1.8% | +2.5% | +3.8% |
| 30D | +4.1% | -1.7% | +5.8% | +4.4% |
| 3M | -12.9% | +47.8% | -60.6% | -21.5% |
| 6M | +110.3% | +56.7% | +53.6% | +85.7% |
| YTD | +178.6% | +49.4% | +129.2% | +144.4% |
| 1Y | +220.0% | +16.5% | +203.5% | +223.4% |
| All | +220.0% | +18.2% | +201.8% | +223.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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