+423.4%
NFLX vs SIMO
+436.4%
-13.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | +0.2% |
| 7D | +2.6% | -8.2% | +10.7% | +3.3% |
| 30D | -9.0% | -34.6% | +25.6% | -5.0% |
| 3M | -13.7% | -32.6% | +18.9% | -11.5% |
| 6M | -26.9% | -31.8% | +4.9% | -27.2% |
| YTD | -31.8% | +87.6% | -119.4% | -46.4% |
| 1Y | -42.1% | +86.7% | -128.7% | -54.6% |
| 3Y | +47.0% | +227.4% | -180.5% | -2.3% |
| 5Y | -2.5% | +173.0% | -175.5% | -35.4% |
| 10Y | +423.4% | +409.6% | +13.7% | +174.5% |
| All | +423.4% | +436.4% | -13.0% | +174.5% |
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 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