+8,077.9%
AMD vs SIMO
+395.4%
+7,682.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +3.8% | +10.9% | +13.0% |
| 7D | +6.5% | -16.0% | +22.5% | +15.7% |
| 30D | -15.3% | -35.8% | +20.5% | +3.4% |
| 3M | +9.7% | -26.5% | +36.2% | +24.2% |
| 6M | +13.2% | -33.0% | +46.2% | +32.0% |
| YTD | +140.6% | +84.3% | +56.2% | +65.6% |
| 1Y | +111.2% | +82.0% | +29.2% | +46.3% |
| 3Y | +334.4% | +218.5% | +116.0% | +124.3% |
| 5Y | +268.3% | +175.0% | +93.3% | +90.4% |
| 10Y | +8,077.9% | +407.5% | +7,670.4% | +2,814.4% |
| All | +8,077.9% | +395.4% | +7,682.5% | +2,814.4% |
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