+41.0%
NFLX vs SIMO
+240.7%
-199.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.9% |
| 7D | -4.4% | +14.9% | -19.2% | -4.4% |
| 30D | -11.0% | -27.0% | +16.0% | -10.8% |
| 3M | -15.5% | -25.4% | +9.9% | -15.7% |
| 6M | -28.5% | -30.3% | +1.8% | -29.4% |
| YTD | -33.1% | +95.8% | -128.9% | -44.3% |
| 1Y | -45.8% | +100.0% | -145.9% | -55.2% |
| All | +41.0% | +240.7% | -199.7% | -3.6% |
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