+39.7%
RIG vs SIMO
+94.5%
-54.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -9.6% | +2.0% | -7.0% |
| 7D | -18.8% | -16.9% | -1.9% | -17.9% |
| 30D | -1.1% | -35.4% | +34.3% | +1.2% |
| 3M | +4.4% | -31.9% | +36.3% | +6.3% |
| 6M | -20.8% | -19.3% | -1.5% | -21.4% |
| YTD | +32.0% | +98.5% | -66.5% | +10.3% |
| 1Y | +39.7% | +100.5% | -60.8% | +15.8% |
| All | +39.7% | +94.5% | -54.7% | +15.8% |
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