+270.1%
SIMO vs TECH
-42.5%
+312.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +4.2% | +0.1% | +4.1% | +4.2% |
| 30D | +4.1% | +0.7% | +3.4% | +3.9% |
| 3M | -12.9% | +36.3% | -49.2% | -18.5% |
| 6M | +110.3% | +25.6% | +84.8% | +97.9% |
| YTD | +178.6% | +23.7% | +154.9% | +163.0% |
| 1Y | +220.0% | +37.6% | +182.4% | +193.2% |
| 3Y | +409.0% | -6.6% | +415.6% | +396.8% |
| All | +270.1% | -42.5% | +312.6% | +311.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling