+225.0%
SIMO vs TRMB
-27.5%
+252.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.1% |
| 7D | +14.6% | -0.3% | +14.9% | +14.6% |
| 30D | +6.2% | -1.2% | +7.4% | +6.4% |
| 3M | +3.6% | +9.6% | -6.0% | +4.8% |
| 6M | +130.8% | -16.1% | +146.9% | +154.6% |
| YTD | +195.8% | -25.0% | +220.7% | +254.1% |
| 1Y | +225.0% | -27.7% | +252.7% | +299.5% |
| All | +225.0% | -27.5% | +252.5% | +299.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling