+85.2%
SIMO vs TRMB
-31.3%
+116.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.1% | +4.6% | +5.7% |
| 7D | -8.2% | -17.0% | +8.8% | -9.3% |
| 30D | -34.6% | -9.0% | -25.6% | -33.9% |
| 3M | -32.6% | -8.1% | -24.5% | -31.4% |
| 6M | -31.8% | -10.1% | -21.8% | -26.7% |
| YTD | +87.6% | -30.2% | +117.8% | +118.6% |
| All | +85.2% | -31.3% | +116.5% | +118.9% |
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