+332.9%
AVGO vs SIMO
+432.2%
-99.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | -2.9% |
| 7D | -3.0% | +4.2% | -7.2% | -4.6% |
| 30D | -14.4% | +4.1% | -18.5% | -17.0% |
| 3M | -14.4% | -12.9% | -1.6% | -13.1% |
| 6M | +13.1% | +110.3% | -97.2% | -26.9% |
| YTD | +3.8% | +178.6% | -174.8% | -46.0% |
| 1Y | +17.8% | +220.0% | -202.2% | -45.2% |
| All | +332.9% | +432.2% | -99.2% | +44.0% |
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