+3.3%
AVGO vs SIMO
+92.3%
-88.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +6.1% |
| 7D | +25.0% | +14.9% | +10.1% | +20.9% |
| 30D | +2.0% | -27.0% | +29.0% | +8.4% |
| 3M | -12.3% | -25.4% | +13.1% | -7.8% |
| 6M | -12.8% | -30.3% | +17.4% | -7.6% |
| YTD | +5.9% | +95.8% | -89.9% | -18.7% |
| 1Y | +3.3% | +100.0% | -96.7% | -21.6% |
| All | +3.3% | +92.3% | -88.9% | -21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling