+1,796.7%
PWR vs SIMO
+395.4%
+1,401.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.0% |
| 7D | -11.2% | -16.0% | +4.8% | -6.9% |
| 30D | -17.4% | -35.8% | +18.4% | -7.9% |
| 3M | -11.7% | -26.5% | +14.7% | -5.6% |
| 6M | -21.7% | -33.0% | +11.3% | -15.5% |
| YTD | +38.3% | +84.3% | -46.1% | +12.9% |
| 1Y | +29.6% | +82.0% | -52.4% | +6.1% |
| 3Y | +236.1% | +218.5% | +17.7% | +134.3% |
| 5Y | +406.3% | +175.0% | +231.3% | +250.8% |
| 10Y | +1,796.7% | +407.5% | +1,389.2% | +946.1% |
| All | +1,796.7% | +395.4% | +1,401.3% | +946.1% |
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