+4,727.7%
SNDK vs SIMO
+415.8%
+4,311.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -4.6% |
| 7D | +13.1% | +14.6% | -1.5% | +2.4% |
| 30D | +43.4% | +6.2% | +37.2% | +35.9% |
| 3M | +5.8% | +3.6% | +2.3% | +5.9% |
| 6M | +229.6% | +130.8% | +98.8% | +69.2% |
| YTD | +632.2% | +195.8% | +436.4% | +173.9% |
| 1Y | +2,365.4% | +225.0% | +2,140.4% | +750.8% |
| All | +4,727.7% | +415.8% | +4,311.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling