+29.0%
NFLX vs SIMO
+269.6%
-240.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.7% | -14.0% | -6.0% |
| 7D | -4.2% | +4.2% | -8.5% | -4.6% |
| 30D | +5.5% | +4.1% | +1.4% | +4.7% |
| 3M | -4.1% | -12.9% | +8.8% | -4.2% |
| 6M | -20.7% | +110.3% | -131.0% | -31.5% |
| YTD | -16.5% | +178.6% | -195.1% | -32.4% |
| 1Y | -37.8% | +220.0% | -257.8% | -51.6% |
| 3Y | +77.9% | +409.0% | -331.1% | +22.7% |
| All | +29.0% | +269.6% | -240.6% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling