+31,416.6%
AVGO vs SIMO
+10,295.2%
+21,121.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | -2.2% |
| 7D | -3.0% | +4.2% | -7.2% | -4.2% |
| 30D | -14.4% | +4.1% | -18.5% | -16.3% |
| 3M | -14.4% | -12.9% | -1.6% | -13.4% |
| 6M | +13.1% | +110.3% | -97.2% | -13.8% |
| YTD | +3.8% | +178.6% | -174.8% | -28.1% |
| 1Y | +17.8% | +220.0% | -202.2% | -21.7% |
| 3Y | +325.3% | +409.0% | -83.8% | +149.3% |
| 5Y | +689.9% | +277.3% | +412.6% | +378.2% |
| 10Y | +2,597.0% | +506.6% | +2,090.4% | +1,267.6% |
| All | +31,416.6% | +10,295.2% | +21,121.5% | +9,419.4% |
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