+2,684.0%
SNDK vs SIMO
+226.2%
+2,457.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.7% | +3.2% | +6.0% |
| 7D | +17.2% | +4.2% | +12.9% | +14.1% |
| 30D | +28.8% | +4.1% | +24.8% | +23.5% |
| 3M | -1.1% | -12.9% | +11.8% | +10.3% |
| 6M | +190.5% | +110.3% | +80.1% | +76.6% |
| YTD | +633.0% | +178.6% | +454.4% | +191.9% |
| 1Y | +2,684.0% | +220.0% | +2,464.0% | +824.5% |
| All | +2,684.0% | +226.2% | +2,457.8% | +824.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling