+670.3%
NFLX vs SIMO
+515.6%
+154.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -2.7% |
| 7D | -5.0% | +14.6% | -19.6% | -6.9% |
| 30D | +3.5% | +6.2% | -2.7% | +2.1% |
| 3M | -7.1% | +3.6% | -10.7% | -9.9% |
| 6M | -22.5% | +130.8% | -153.3% | -37.1% |
| YTD | -18.1% | +195.8% | -213.9% | -37.9% |
| 1Y | -38.3% | +225.0% | -263.3% | -54.6% |
| 3Y | +73.4% | +452.3% | -378.9% | +10.3% |
| 5Y | +26.7% | +303.6% | -276.9% | -17.2% |
| 10Y | +670.3% | +528.8% | +141.5% | +321.3% |
| All | +670.3% | +515.6% | +154.7% | +321.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling