+45.9%
NFLX vs SIMO
+214.6%
-168.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.2% | -7.4% | -3.3% |
| 7D | +2.1% | -22.0% | +24.1% | +2.2% |
| 30D | -9.0% | -43.0% | +34.0% | -8.6% |
| 3M | -14.0% | -39.1% | +25.2% | -13.8% |
| 6M | -28.2% | -33.3% | +5.1% | -29.5% |
| YTD | -32.4% | +77.0% | -109.3% | -43.7% |
| 1Y | -42.2% | +73.0% | -115.2% | -51.7% |
| 3Y | +45.9% | +215.7% | -169.9% | -1.5% |
| All | +45.9% | +214.6% | -168.7% | -1.5% |
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 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