+2,300.3%
AVGO vs SIMO
+436.4%
+1,863.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.7% | +3.1% | +6.9% |
| 7D | -0.9% | -8.2% | +7.3% | +1.9% |
| 30D | -11.6% | -34.6% | +23.0% | +0.9% |
| 3M | -25.2% | -32.6% | +7.5% | -17.0% |
| 6M | -25.4% | -31.8% | +6.4% | -20.0% |
| YTD | -7.2% | +87.6% | -94.8% | -35.7% |
| 1Y | -7.9% | +86.7% | -94.6% | -36.0% |
| 3Y | +262.1% | +227.4% | +34.7% | +101.5% |
| 5Y | +525.7% | +173.0% | +352.7% | +247.5% |
| 10Y | +2,300.3% | +409.6% | +1,890.7% | +866.3% |
| All | +2,300.3% | +436.4% | +1,863.9% | +866.3% |
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