+591.6%
AMZN vs SIMO
+436.4%
+155.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.7% | -2.7% | +1.9% |
| 7D | +8.7% | -8.2% | +16.8% | +9.8% |
| 30D | +1.7% | -34.6% | +36.3% | +8.7% |
| 3M | -2.8% | -32.6% | +29.9% | +2.1% |
| 6M | -2.1% | -31.8% | +29.7% | -0.4% |
| YTD | +15.6% | +87.6% | -72.0% | -10.1% |
| 1Y | +9.2% | +86.7% | -77.5% | -15.1% |
| 3Y | +89.9% | +227.4% | -137.6% | +25.1% |
| 5Y | +49.3% | +173.0% | -123.7% | -1.2% |
| 10Y | +591.6% | +409.6% | +182.0% | +253.9% |
| All | +591.6% | +436.4% | +155.3% | +253.9% |
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