+7,136.3%
PWR vs SIMO
+3,332.4%
+3,804.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.7% | -8.0% | -1.3% |
| 7D | +3.6% | +4.2% | -0.6% | +2.5% |
| 30D | -8.6% | +4.1% | -12.7% | -10.1% |
| 3M | -13.2% | -12.9% | -0.3% | -11.7% |
| 6M | +9.9% | +110.3% | -100.5% | -11.0% |
| YTD | +48.0% | +178.6% | -130.5% | +11.2% |
| 1Y | +66.2% | +220.0% | -153.8% | +20.7% |
| 3Y | +195.1% | +409.0% | -213.9% | +89.8% |
| 5Y | +442.6% | +277.3% | +165.2% | +257.6% |
| 10Y | +2,334.2% | +506.6% | +1,827.6% | +1,244.5% |
| All | +7,136.3% | +3,332.4% | +3,804.0% | +1,686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling