+52.5%
NXPI vs SIMO
+240.7%
-188.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | +0.1% |
| 7D | +9.4% | +14.9% | -5.5% | +3.3% |
| 30D | +18.1% | -27.0% | +45.1% | +31.3% |
| 3M | +15.0% | -25.4% | +40.4% | +23.6% |
| 6M | -8.4% | -30.3% | +21.8% | -2.8% |
| YTD | +24.8% | +95.8% | -71.0% | -23.7% |
| 1Y | +33.3% | +100.0% | -66.7% | -19.7% |
| All | +52.5% | +240.7% | -188.2% | -32.3% |
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