+691.7%
AVGO vs SIMO
+269.6%
+422.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | -2.5% |
| 7D | -3.0% | +4.2% | -7.2% | -4.4% |
| 30D | -14.4% | +4.1% | -18.5% | -16.6% |
| 3M | -14.4% | -12.9% | -1.6% | -13.2% |
| 6M | +13.1% | +110.3% | -97.2% | -19.3% |
| YTD | +3.8% | +178.6% | -174.8% | -35.4% |
| 1Y | +17.8% | +220.0% | -202.2% | -31.1% |
| 3Y | +325.3% | +409.0% | -83.8% | +109.7% |
| All | +691.7% | +269.6% | +422.1% | +331.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling