+123.8%
STX vs SIMO
+94.5%
+29.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -9.6% | +1.5% | -3.5% |
| 7D | -20.2% | -16.9% | -3.3% | -12.8% |
| 30D | -37.2% | -35.4% | -1.8% | -23.4% |
| 3M | -34.1% | -31.9% | -2.2% | -23.0% |
| 6M | -24.5% | -19.3% | -5.1% | -16.5% |
| YTD | +102.9% | +98.5% | +4.5% | +33.9% |
| 1Y | +123.8% | +100.5% | +23.3% | +45.8% |
| All | +123.8% | +94.5% | +29.3% | +45.8% |
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