+100.0%
SIMO vs TRMB
-30.2%
+130.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.3% |
| 7D | +14.9% | +4.1% | +10.8% | +15.0% |
| 30D | -27.0% | -7.0% | -20.0% | -26.1% |
| 3M | -25.4% | -0.9% | -24.5% | -23.1% |
| 6M | -30.3% | -1.2% | -29.1% | -25.9% |
| YTD | +95.8% | -28.7% | +124.5% | +132.0% |
| 1Y | +100.0% | -32.1% | +132.1% | +146.8% |
| All | +100.0% | -30.2% | +130.2% | +146.8% |
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