+235.5%
SIMO vs TRGP
+84.4%
+151.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.2% |
| 7D | +14.5% | -0.7% | +15.2% | +14.6% |
| 30D | +20.4% | +9.5% | +11.0% | +19.3% |
| 3M | +7.1% | +10.8% | -3.7% | +6.8% |
| 6M | +129.2% | +25.3% | +103.9% | +128.9% |
| YTD | +201.9% | +60.3% | +141.7% | +206.6% |
| 1Y | +235.5% | +84.6% | +151.0% | +234.3% |
| All | +235.5% | +84.4% | +151.1% | +234.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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