+564.1%
AMZN vs SIMO
+548.4%
+15.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | -1.0% | +14.5% | -15.5% | -3.6% |
| 30D | -9.2% | +20.4% | -29.7% | -13.0% |
| 3M | +3.4% | +7.1% | -3.8% | -1.0% |
| 6M | +18.2% | +129.2% | -111.0% | -7.4% |
| YTD | +9.3% | +201.9% | -192.6% | -21.0% |
| 1Y | +5.9% | +235.5% | -229.6% | -25.9% |
| 3Y | +82.6% | +463.8% | -381.2% | +10.2% |
| 5Y | +44.9% | +306.7% | -261.8% | -9.3% |
| 10Y | +564.1% | +579.5% | -15.4% | +228.8% |
| All | +564.1% | +548.4% | +15.7% | +228.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling