+2,101.2%
SIMO vs TECH
+660.7%
+1,440.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | -22.0% | +0.2% | -22.2% | -22.0% |
| 30D | -43.0% | +0.3% | -43.4% | -43.1% |
| 3M | -39.1% | +1.3% | -40.5% | -39.5% |
| 6M | -33.3% | +54.0% | -87.2% | -44.9% |
| YTD | +77.0% | +24.3% | +52.7% | +55.7% |
| 1Y | +73.0% | +25.8% | +47.2% | +50.9% |
| 3Y | +215.7% | +26.0% | +189.8% | +156.6% |
| 5Y | +155.6% | -40.1% | +195.7% | +182.3% |
| 10Y | +388.4% | +210.6% | +177.8% | +94.3% |
| All | +2,101.2% | +660.7% | +1,440.5% | +459.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling