+25.2%
SYY vs SIMO
+211.4%
-186.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.0% | +2.1% |
| 7D | -7.3% | -22.0% | +14.7% | -7.3% |
| 30D | +0.1% | -43.0% | +43.1% | +0.4% |
| 3M | -8.2% | -39.1% | +30.9% | -8.1% |
| 6M | +6.3% | -33.3% | +39.5% | +5.5% |
| YTD | +7.3% | +77.0% | -69.6% | +1.4% |
| 1Y | +8.5% | +73.0% | -64.5% | +2.6% |
| All | +25.2% | +211.4% | -186.2% | +6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling