+579.5%
SIMO vs TRU
+146.7%
+432.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.3% |
| 7D | +14.5% | -6.5% | +21.0% | +16.3% |
| 30D | +20.4% | -2.5% | +22.9% | +20.6% |
| 3M | +7.1% | +10.4% | -3.2% | +1.3% |
| 6M | +129.2% | +1.6% | +127.6% | +121.1% |
| YTD | +201.9% | -9.7% | +211.6% | +198.9% |
| 1Y | +235.5% | -17.3% | +252.8% | +240.2% |
| 3Y | +463.8% | -1.8% | +465.7% | +419.7% |
| 5Y | +306.7% | -36.2% | +342.9% | +338.7% |
| 10Y | +579.5% | +143.2% | +436.2% | +317.9% |
| All | +579.5% | +146.7% | +432.8% | +317.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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