+6.7%
AMZN vs SIMO
+94.5%
-87.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -9.6% | +15.7% | +6.6% |
| 7D | +4.5% | -16.9% | +21.4% | +5.4% |
| 30D | +5.8% | -35.4% | +41.2% | +8.0% |
| 3M | -4.1% | -31.9% | +27.8% | -2.6% |
| 6M | -2.2% | -19.3% | +17.1% | -3.3% |
| YTD | +15.3% | +98.5% | -83.2% | -2.7% |
| 1Y | +6.7% | +100.5% | -93.8% | -10.6% |
| All | +6.7% | +94.5% | -87.8% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling