+429.7%
SIMO vs TRMB
+105.4%
+324.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.2% | +5.5% | +7.4% |
| 7D | +0.9% | +4.1% | -3.2% | -0.5% |
| 30D | -25.4% | -5.1% | -20.3% | -24.1% |
| 3M | -17.8% | -2.6% | -15.2% | -17.6% |
| 6M | -29.6% | -2.7% | -26.9% | -30.4% |
| YTD | +100.3% | -27.9% | +128.2% | +122.1% |
| 1Y | +100.4% | -29.0% | +129.4% | +123.6% |
| 3Y | +246.1% | +35.0% | +211.1% | +196.9% |
| 5Y | +189.8% | -33.9% | +223.7% | +220.8% |
| All | +429.7% | +105.4% | +324.3% | +258.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling