+195.8%
NXPI vs SIMO
+515.6%
-319.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -4.2% |
| 7D | +0.7% | +14.6% | -13.9% | -5.1% |
| 30D | -6.6% | +6.2% | -12.8% | -10.2% |
| 3M | -25.4% | +3.6% | -29.0% | -29.5% |
| 6M | +11.9% | +130.8% | -118.9% | -26.1% |
| YTD | +4.0% | +195.8% | -191.7% | -39.2% |
| 1Y | +1.0% | +225.0% | -224.0% | -43.7% |
| 3Y | +16.3% | +452.3% | -436.0% | -49.1% |
| 5Y | +17.7% | +303.6% | -285.9% | -45.3% |
| 10Y | +195.8% | +528.8% | -332.9% | +7.1% |
| All | +195.8% | +515.6% | -319.8% | +7.1% |
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