+319.1%
DELL vs SIMO
+226.2%
+92.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.7% | -7.2% | 0.0% |
| 7D | +14.9% | +4.2% | +10.7% | +14.0% |
| 30D | +13.3% | +4.1% | +9.2% | +11.9% |
| 3M | +24.4% | -12.9% | +37.3% | +24.8% |
| 6M | +258.0% | +110.3% | +147.7% | +236.8% |
| YTD | +320.2% | +178.6% | +141.6% | +265.5% |
| 1Y | +319.1% | +220.0% | +99.1% | +255.2% |
| All | +319.1% | +226.2% | +92.8% | +255.2% |
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