+4,681.2%
DELL vs SIMO
+498.1%
+4,183.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.7% | -7.2% | -0.9% |
| 7D | +14.9% | +4.2% | +10.7% | +13.6% |
| 30D | +13.3% | +4.1% | +9.2% | +11.2% |
| 3M | +24.4% | -12.9% | +37.3% | +27.0% |
| 6M | +258.0% | +110.3% | +147.7% | +176.5% |
| YTD | +320.2% | +178.6% | +141.6% | +193.0% |
| 1Y | +319.1% | +220.0% | +99.1% | +178.1% |
| 3Y | +706.5% | +409.0% | +297.5% | +365.8% |
| 5Y | +1,071.9% | +277.3% | +794.6% | +595.0% |
| 10Y | +4,683.5% | +506.6% | +4,176.9% | +2,140.0% |
| All | +4,681.2% | +498.1% | +4,183.1% | +2,141.2% |
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 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