+7,765.4%
AMD vs SIMO
+394.4%
+7,371.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.6% | -3.2% | -6.2% |
| 7D | +18.9% | +4.1% | +14.8% | +17.1% |
| 30D | -6.4% | -24.0% | +17.5% | +6.2% |
| 3M | +10.6% | -31.8% | +42.3% | +29.7% |
| 6M | +19.9% | -36.9% | +56.8% | +43.6% |
| YTD | +149.4% | +84.8% | +64.6% | +71.8% |
| 1Y | +115.4% | +99.0% | +16.4% | +43.3% |
| 3Y | +357.3% | +217.9% | +139.3% | +136.9% |
| 5Y | +261.1% | +171.5% | +89.7% | +88.4% |
| All | +7,765.4% | +394.4% | +7,371.0% | +2,804.8% |
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 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