+611.3%
ADI vs SIMO
+515.6%
+95.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -1.6% |
| 7D | +2.4% | +14.6% | -12.2% | -1.8% |
| 30D | -6.6% | +6.2% | -12.8% | -9.0% |
| 3M | -9.8% | +3.6% | -13.4% | -13.1% |
| 6M | +15.7% | +130.8% | -115.1% | -16.8% |
| YTD | +35.1% | +195.8% | -160.6% | -11.9% |
| 1Y | +47.7% | +225.0% | -177.3% | -7.5% |
| 3Y | +114.5% | +452.3% | -337.8% | +10.0% |
| 5Y | +141.2% | +303.6% | -162.4% | +29.0% |
| 10Y | +611.3% | +528.8% | +82.5% | +192.6% |
| All | +611.3% | +515.6% | +95.7% | +192.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling