+2,954.5%
DELL vs SIMO
+295.8%
+2,658.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.9% |
| 7D | -18.1% | -16.0% | -2.1% | -13.5% |
| 30D | -42.9% | -35.8% | -7.1% | -34.9% |
| 3M | -26.9% | -26.5% | -0.4% | -20.3% |
| 6M | +28.8% | -33.0% | +61.8% | +41.1% |
| YTD | +168.4% | +84.3% | +84.1% | +110.4% |
| 1Y | +136.8% | +82.0% | +54.8% | +86.3% |
| 3Y | +375.3% | +218.5% | +156.8% | +212.9% |
| 5Y | +551.0% | +175.0% | +376.0% | +323.6% |
| 10Y | +2,566.3% | +407.5% | +2,158.8% | +1,281.4% |
| All | +2,954.5% | +295.8% | +2,658.7% | +1,509.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling