-8.8%
SMCI vs SIMO
+239.1%
-247.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +7.2% | 0.0% | +5.1% |
| 7D | +1.3% | +11.0% | -9.7% | -1.8% |
| 30D | +6.6% | +17.9% | -11.3% | +1.2% |
| 3M | +25.4% | +3.9% | +21.5% | +22.0% |
| 6M | +26.1% | +131.0% | -104.9% | +1.9% |
| YTD | +37.0% | +209.3% | -172.3% | -2.7% |
| 1Y | -8.8% | +223.8% | -232.5% | -35.9% |
| All | -8.8% | +239.1% | -247.9% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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