+1,865.8%
PWR vs SIMO
+436.4%
+1,429.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.7% | +3.7% | +7.9% |
| 7D | -4.8% | -8.2% | +3.4% | -2.3% |
| 30D | -16.2% | -34.6% | +18.4% | -7.0% |
| 3M | -11.9% | -32.6% | +20.7% | -4.0% |
| 6M | -20.6% | -31.8% | +11.2% | -14.7% |
| YTD | +40.3% | +87.6% | -47.4% | +14.0% |
| 1Y | +33.0% | +86.7% | -53.7% | +8.2% |
| 3Y | +250.0% | +227.4% | +22.6% | +142.4% |
| 5Y | +404.2% | +173.0% | +231.2% | +250.0% |
| 10Y | +1,865.8% | +409.6% | +1,456.2% | +983.4% |
| All | +1,865.8% | +436.4% | +1,429.5% | +983.4% |
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