+143.3%
DELL vs SIMO
+94.5%
+48.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -9.6% | +0.8% | -6.5% |
| 7D | -24.6% | -16.9% | -7.7% | -21.1% |
| 30D | -32.5% | -35.4% | +2.9% | -25.9% |
| 3M | -20.2% | -31.9% | +11.7% | -14.0% |
| 6M | +76.5% | -19.3% | +95.8% | +88.8% |
| YTD | +198.9% | +98.5% | +100.5% | +189.2% |
| 1Y | +143.3% | +100.5% | +42.8% | +134.8% |
| All | +143.3% | +94.5% | +48.9% | +134.8% |
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