+532.6%
INTC vs SIMO
+3,332.4%
-2,799.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.7% | -4.2% | +2.3% |
| 7D | +7.1% | +4.2% | +2.8% | +5.9% |
| 30D | -5.2% | +4.1% | -9.3% | -6.7% |
| 3M | -14.3% | -12.9% | -1.4% | -11.7% |
| 6M | +110.2% | +110.3% | -0.2% | +74.1% |
| YTD | +159.6% | +178.6% | -19.0% | +101.0% |
| 1Y | +289.3% | +220.0% | +69.3% | +191.9% |
| 3Y | +166.1% | +409.0% | -243.0% | +78.6% |
| 5Y | +94.4% | +277.3% | -182.9% | +34.7% |
| 10Y | +227.7% | +506.6% | -278.9% | +97.6% |
| All | +532.6% | +3,332.4% | -2,799.8% | +114.2% |
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