+87.5%
AMZN vs SIMO
+432.2%
-344.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.7% | -8.9% | -1.4% |
| 7D | -3.0% | +4.2% | -7.2% | -3.6% |
| 30D | -5.2% | +4.1% | -9.3% | -6.4% |
| 3M | +1.9% | -12.9% | +14.7% | +1.7% |
| 6M | +19.2% | +110.3% | -91.1% | -5.2% |
| YTD | +12.0% | +178.6% | -166.6% | -20.2% |
| 1Y | +9.7% | +220.0% | -210.3% | -26.4% |
| All | +87.5% | +432.2% | -344.7% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling