+93.4%
SMH vs SIMO
+234.0%
-140.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | +4.3% | +14.5% | -10.2% | +0.5% |
| 30D | +0.9% | +20.4% | -19.6% | -4.6% |
| 3M | -2.8% | +7.1% | -10.0% | -5.6% |
| 6M | +45.6% | +129.2% | -83.6% | +17.1% |
| YTD | +59.5% | +201.9% | -142.5% | +13.3% |
| 1Y | +93.4% | +235.5% | -142.1% | +32.0% |
| All | +93.4% | +234.0% | -140.5% | +32.0% |
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