+76.6%
NFLX vs SIMO
+432.2%
-355.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.7% | -14.0% | -5.6% |
| 7D | -4.2% | +4.2% | -8.5% | -4.4% |
| 30D | +5.5% | +4.1% | +1.4% | +5.1% |
| 3M | -4.1% | -12.9% | +8.8% | -4.1% |
| 6M | -20.7% | +110.3% | -131.0% | -29.8% |
| YTD | -16.5% | +178.6% | -195.1% | -31.2% |
| 1Y | -37.8% | +220.0% | -257.8% | -51.2% |
| All | +76.6% | +432.2% | -355.6% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling