+6,406.4%
AMD vs SIMO
+502.1%
+5,904.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.7% | -4.0% | +0.9% |
| 7D | +2.6% | +4.2% | -1.7% | +0.6% |
| 30D | -0.9% | +4.1% | -5.0% | -3.6% |
| 3M | -8.7% | -12.9% | +4.2% | -4.5% |
| 6M | +136.3% | +110.3% | +26.0% | +62.4% |
| YTD | +123.0% | +178.6% | -55.6% | +30.4% |
| 1Y | +195.2% | +220.0% | -24.8% | +61.0% |
| 3Y | +336.3% | +409.0% | -72.7% | +88.5% |
| 5Y | +334.5% | +277.3% | +57.2% | +101.5% |
| All | +6,406.4% | +502.1% | +5,904.3% | +1,969.7% |
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