+3,578.9%
SIMO vs AZO
+3,023.4%
+555.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.6% |
| 7D | +14.6% | -0.5% | +15.1% | +14.8% |
| 30D | +6.2% | -5.6% | +11.8% | +8.3% |
| 3M | +3.6% | -4.0% | +7.5% | +3.2% |
| 6M | +130.8% | -18.9% | +149.7% | +143.5% |
| YTD | +195.8% | -13.0% | +208.7% | +203.2% |
| 1Y | +225.0% | -30.4% | +255.4% | +262.2% |
| 3Y | +452.3% | +12.7% | +439.6% | +392.3% |
| 5Y | +303.6% | +89.6% | +213.9% | +176.9% |
| 10Y | +528.8% | +304.7% | +224.1% | +181.7% |
| All | +3,578.9% | +3,023.4% | +555.5% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AZO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling