+231.2%
SIMO vs TPG
+85.9%
+145.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.3% | +9.5% | +7.1% |
| 7D | +14.6% | -2.9% | +17.5% | +15.4% |
| 30D | +6.2% | +5.0% | +1.2% | +4.2% |
| 3M | +3.6% | +24.9% | -21.3% | -3.8% |
| 6M | +130.8% | +21.1% | +109.7% | +114.9% |
| YTD | +195.8% | -17.3% | +213.0% | +208.0% |
| 1Y | +225.0% | -9.8% | +234.8% | +228.0% |
| 3Y | +452.3% | +95.4% | +356.9% | +353.2% |
| All | +231.2% | +85.9% | +145.3% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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