+225.0%
SIMO vs VRSN
+1.6%
+223.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.6% | +4.6% |
| 7D | +14.6% | -2.1% | +16.7% | +13.5% |
| 30D | +6.2% | -3.9% | +10.1% | +4.6% |
| 3M | +3.6% | -0.1% | +3.7% | +6.6% |
| 6M | +130.8% | +16.4% | +114.4% | +145.5% |
| YTD | +195.8% | +17.2% | +178.5% | +224.1% |
| 1Y | +225.0% | +1.0% | +224.0% | +277.4% |
| All | +225.0% | +1.6% | +223.4% | +277.4% |
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