+6,755.9%
PWR vs SIMO
+2,204.4%
+4,551.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.7% | +3.7% | +8.0% |
| 7D | -4.8% | -8.5% | +3.7% | -2.4% |
| 30D | -16.2% | -34.8% | +18.6% | -7.5% |
| 3M | -11.9% | -32.8% | +20.9% | -4.5% |
| 6M | -20.6% | -32.0% | +11.5% | -15.0% |
| YTD | +40.3% | +87.0% | -46.8% | +15.0% |
| 1Y | +33.0% | +86.1% | -53.1% | +9.2% |
| 3Y | +250.0% | +226.4% | +23.6% | +148.1% |
| 5Y | +404.2% | +172.1% | +232.0% | +257.2% |
| 10Y | +1,865.8% | +408.0% | +1,457.8% | +1,033.8% |
| All | +6,755.9% | +2,204.4% | +4,551.5% | +1,746.3% |
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 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