+100.4%
SIMO vs TECH
+26.2%
+74.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -25.4% | +0.3% | -25.7% | -25.4% |
| 3M | -17.8% | +1.0% | -18.8% | -17.8% |
| 6M | -29.6% | +54.0% | -83.5% | -29.7% |
| YTD | +100.3% | +24.3% | +76.0% | +108.4% |
| 1Y | +100.4% | +23.7% | +76.7% | +109.1% |
| All | +100.4% | +26.2% | +74.1% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling