+100.5%
SIMO vs VRSN
+31.7%
+68.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.3% | -10.9% | -8.8% |
| 7D | -16.9% | +3.6% | -20.5% | -15.1% |
| 30D | -35.4% | +8.8% | -44.2% | -32.0% |
| 3M | -31.9% | +6.6% | -38.5% | -28.7% |
| 6M | -19.3% | +16.7% | -36.0% | -8.9% |
| YTD | +98.5% | +32.1% | +66.3% | +146.2% |
| 1Y | +100.5% | +34.1% | +66.5% | +147.4% |
| All | +100.5% | +31.7% | +68.8% | +147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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