+228.6%
SIMO vs TECK
+78.0%
+150.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.0% | +4.1% |
| 7D | +14.6% | +7.8% | +6.9% | +10.5% |
| 30D | +6.2% | +8.3% | -2.1% | +1.9% |
| 3M | +3.6% | +16.1% | -12.5% | -4.5% |
| 6M | +130.8% | +42.9% | +87.9% | +99.2% |
| YTD | +195.8% | +50.8% | +145.0% | +142.8% |
| All | +228.6% | +78.0% | +150.7% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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