+25,809.4%
AVGO vs SIMO
+6,503.6%
+19,305.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.4% | -0.4% |
| 7D | -9.9% | -22.0% | +12.1% | -3.8% |
| 30D | -22.0% | -43.0% | +21.1% | -9.6% |
| 3M | -30.0% | -39.1% | +9.1% | -21.5% |
| 6M | -30.7% | -33.3% | +2.5% | -25.8% |
| YTD | -14.7% | +77.0% | -91.6% | -33.8% |
| 1Y | -16.8% | +73.0% | -89.8% | -34.9% |
| 3Y | +244.4% | +215.7% | +28.7% | +127.4% |
| 5Y | +474.0% | +155.6% | +318.4% | +283.0% |
| 10Y | +2,122.6% | +388.4% | +1,734.2% | +1,103.5% |
| All | +25,809.4% | +6,503.6% | +19,305.8% | +8,657.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling