+345.8%
DELL vs SIMO
+227.1%
+118.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.2% | -4.3% | +0.8% |
| 7D | +25.6% | +14.6% | +11.0% | +22.6% |
| 30D | +17.7% | +6.2% | +11.4% | +16.0% |
| 3M | +33.4% | +3.6% | +29.9% | +31.7% |
| 6M | +266.2% | +130.8% | +135.4% | +238.6% |
| YTD | +328.0% | +195.8% | +132.2% | +267.1% |
| All | +345.8% | +227.1% | +118.7% | +274.0% |
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