+221.3%
SIMO vs TRI
-42.8%
+264.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -5.0% |
| 7D | +12.5% | -14.4% | +26.9% | +6.6% |
| 30D | +18.4% | -8.1% | +26.5% | +15.7% |
| 3M | +5.6% | +17.5% | -11.9% | +12.2% |
| 6M | +116.9% | -5.0% | +121.9% | +129.9% |
| YTD | +188.4% | -24.7% | +213.1% | +202.8% |
| 1Y | +221.3% | -41.5% | +262.8% | +246.5% |
| All | +221.3% | -42.8% | +264.0% | +246.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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