+82.0%
SIMO vs TRGP
+65.2%
+16.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.6% | -2.7% |
| 7D | -16.0% | -5.8% | -10.3% | -14.4% |
| 30D | -35.8% | -1.5% | -34.3% | -34.4% |
| 3M | -26.5% | +6.1% | -32.6% | -25.5% |
| 6M | -33.0% | +14.4% | -47.4% | -30.6% |
| YTD | +84.3% | +55.3% | +29.0% | +108.9% |
| 1Y | +82.0% | +69.1% | +12.9% | +98.8% |
| All | +82.0% | +65.2% | +16.7% | +98.8% |
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