+2,755.4%
AVGO vs SIMO
+515.6%
+2,239.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.2% | -3.2% | +0.9% |
| 7D | -0.3% | +14.6% | -14.9% | -4.9% |
| 30D | -13.8% | +6.2% | -20.0% | -16.5% |
| 3M | -6.9% | +3.6% | -10.5% | -11.1% |
| 6M | +11.9% | +130.8% | -118.8% | -23.6% |
| YTD | +6.9% | +195.8% | -188.9% | -35.1% |
| 1Y | +7.4% | +225.0% | -217.6% | -37.4% |
| 3Y | +345.6% | +452.3% | -106.7% | +113.4% |
| 5Y | +718.9% | +303.6% | +415.3% | +309.0% |
| 10Y | +2,755.4% | +528.8% | +2,226.6% | +996.9% |
| All | +2,755.4% | +515.6% | +2,239.7% | +996.9% |
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