+17.1%
NXPI vs SIMO
+269.6%
-252.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.7% | -7.4% | -2.1% |
| 7D | +1.9% | +4.2% | -2.3% | +0.1% |
| 30D | -1.4% | +4.1% | -5.5% | -4.5% |
| 3M | -29.1% | -12.9% | -16.2% | -27.7% |
| 6M | +6.2% | +110.3% | -104.1% | -26.2% |
| YTD | +5.9% | +178.6% | -172.7% | -35.4% |
| 1Y | +2.9% | +220.0% | -217.1% | -41.2% |
| 3Y | +14.5% | +409.0% | -394.5% | -46.5% |
| All | +17.1% | +269.6% | -252.4% | -37.3% |
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 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