+2,396.1%
PWR vs SIMO
+515.6%
+1,880.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.2% | -3.8% | +0.9% |
| 7D | +4.5% | +14.6% | -10.1% | +1.1% |
| 30D | -4.9% | +6.2% | -11.1% | -6.8% |
| 3M | -7.9% | +3.6% | -11.4% | -10.0% |
| 6M | +18.3% | +130.8% | -112.4% | -6.5% |
| YTD | +51.5% | +195.8% | -144.3% | +11.1% |
| 1Y | +70.3% | +225.0% | -154.7% | +21.7% |
| 3Y | +210.6% | +452.3% | -241.7% | +91.9% |
| 5Y | +456.7% | +303.6% | +153.1% | +254.9% |
| 10Y | +2,396.1% | +528.8% | +1,867.3% | +1,238.8% |
| All | +2,396.1% | +515.6% | +1,880.4% | +1,238.8% |
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