+2,358.4%
SNDK vs SIMO
+222.3%
+2,136.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.6% | 0.0% | -1.5% |
| 7D | +6.0% | +4.1% | +1.9% | +3.4% |
| 30D | -36.9% | -24.0% | -13.0% | -22.4% |
| 3M | -42.1% | -31.8% | -10.3% | -24.8% |
| 6M | -38.8% | -36.9% | -2.0% | -14.6% |
| YTD | +272.8% | +84.8% | +188.0% | +93.5% |
| 1Y | +263.3% | +99.0% | +164.4% | +76.4% |
| All | +2,358.4% | +222.3% | +2,136.0% | +663.4% |
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