+419.3%
SIMO vs TRGP
+263.5%
+155.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.2% | +9.9% | +9.0% |
| 7D | +4.2% | +0.8% | +3.5% | +4.0% |
| 30D | +4.1% | +11.5% | -7.4% | +0.9% |
| 3M | -12.9% | +9.0% | -21.9% | -14.9% |
| 6M | +110.3% | +20.5% | +89.8% | +99.3% |
| YTD | +178.6% | +59.5% | +119.0% | +143.4% |
| 1Y | +220.0% | +77.9% | +142.1% | +168.4% |
| All | +419.3% | +263.5% | +155.8% | +288.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling