+4,541.7%
GOOGL vs SIMO
+3,332.4%
+1,209.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -2.5% |
| 7D | -2.3% | +4.2% | -6.5% | -3.0% |
| 30D | -6.6% | +4.1% | -10.6% | -7.7% |
| 3M | -8.9% | -12.9% | +3.9% | -9.0% |
| 6M | +11.9% | +110.3% | -98.5% | -5.5% |
| YTD | +8.3% | +178.6% | -170.2% | -13.4% |
| 1Y | +46.2% | +220.0% | -173.8% | +13.9% |
| 3Y | +151.9% | +409.0% | -257.2% | +78.3% |
| 5Y | +137.7% | +277.3% | -139.6% | +72.0% |
| 10Y | +757.6% | +506.6% | +250.9% | +449.7% |
| All | +4,541.7% | +3,332.4% | +1,209.3% | +1,619.6% |
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