+2,662.4%
DELL vs SIMO
+394.4%
+2,268.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.6% | -1.6% | -5.5% |
| 7D | +4.9% | +4.1% | +0.8% | +3.9% |
| 30D | -32.1% | -24.0% | -8.1% | -26.0% |
| 3M | -30.2% | -31.8% | +1.5% | -22.2% |
| 6M | +41.7% | -36.9% | +78.6% | +58.4% |
| YTD | +176.6% | +84.8% | +91.8% | +115.4% |
| 1Y | +159.9% | +99.0% | +60.9% | +97.6% |
| 3Y | +388.0% | +217.9% | +170.0% | +217.6% |
| 5Y | +578.2% | +171.5% | +406.7% | +337.1% |
| All | +2,662.4% | +394.4% | +2,268.0% | +1,289.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling