+517.8%
SMCI vs SIMO
+184.2%
+333.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.3% | -9.0% | -10.4% |
| 7D | -0.3% | +14.9% | -15.2% | -5.5% |
| 30D | -30.9% | -27.0% | -3.9% | -22.1% |
| 3M | -28.2% | -25.4% | -2.9% | -20.7% |
| 6M | -17.7% | -30.3% | +12.6% | -8.1% |
| YTD | -7.8% | +95.8% | -103.6% | -36.7% |
| 1Y | -28.8% | +100.0% | -128.8% | -51.5% |
| 3Y | +1.5% | +238.3% | -236.8% | -45.9% |
| 5Y | +517.8% | +187.6% | +330.2% | +231.9% |
| All | +517.8% | +184.2% | +333.6% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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