+170.0%
SIMO vs TECH
-41.0%
+210.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | -24.0% | +0.5% | -24.5% | -24.0% |
| 3M | -31.8% | +1.1% | -32.9% | -31.9% |
| 6M | -36.9% | +62.8% | -99.7% | -43.1% |
| YTD | +84.8% | +24.5% | +60.4% | +74.4% |
| 1Y | +99.0% | +20.6% | +78.3% | +89.0% |
| 3Y | +217.9% | +29.5% | +188.5% | +188.2% |
| All | +170.0% | -41.0% | +210.9% | +210.4% |
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