+4,800.5%
SNDK vs SIMO
+426.6%
+4,373.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | 0.0% |
| 7D | +13.6% | +14.5% | -0.9% | +2.9% |
| 30D | +42.5% | +20.4% | +22.1% | +24.4% |
| 3M | +7.1% | +7.1% | 0.0% | +4.7% |
| 6M | +199.7% | +129.2% | +70.4% | +55.3% |
| YTD | +643.2% | +201.9% | +441.2% | +173.9% |
| 1Y | +2,402.0% | +235.5% | +2,166.5% | +741.8% |
| All | +4,800.5% | +426.6% | +4,373.9% | +980.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling