+159.9%
DELL vs SIMO
+90.9%
+69.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.6% | -1.6% | -5.6% |
| 7D | +4.9% | +4.1% | +0.8% | +4.0% |
| 30D | -32.1% | -24.0% | -8.1% | -27.1% |
| 3M | -30.2% | -31.8% | +1.5% | -23.6% |
| 6M | +41.7% | -36.9% | +78.6% | +56.1% |
| YTD | +176.6% | +84.8% | +91.8% | +178.0% |
| 1Y | +159.9% | +99.0% | +60.9% | +148.3% |
| All | +159.9% | +90.9% | +69.1% | +148.3% |
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 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