+8,995.8%
SIMO vs TRGP
+2,231.3%
+6,764.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.2% | +9.9% | +8.9% |
| 7D | +4.2% | +0.8% | +3.5% | +4.0% |
| 30D | +4.1% | +11.5% | -7.4% | +1.6% |
| 3M | -12.9% | +9.0% | -21.9% | -14.5% |
| 6M | +110.3% | +20.5% | +89.8% | +101.7% |
| YTD | +178.6% | +59.5% | +119.0% | +151.5% |
| 1Y | +220.0% | +77.9% | +142.1% | +181.6% |
| 3Y | +409.0% | +253.6% | +155.5% | +287.4% |
| 5Y | +277.3% | +615.5% | -338.2% | +144.5% |
| 10Y | +506.6% | +897.1% | -390.5% | +212.5% |
| All | +8,995.8% | +2,231.3% | +6,764.5% | +1,952.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling