+528.8%
SIMO vs TSN
-9.5%
+538.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +5.9% |
| 7D | +14.6% | -5.0% | +19.7% | +15.4% |
| 30D | +6.2% | -9.1% | +15.3% | +7.6% |
| 3M | +3.6% | -7.4% | +11.0% | +4.3% |
| 6M | +130.8% | -13.4% | +144.2% | +133.5% |
| YTD | +195.8% | -8.5% | +204.3% | +195.9% |
| 1Y | +225.0% | -3.2% | +228.2% | +221.2% |
| 3Y | +452.3% | +11.5% | +440.8% | +421.6% |
| 5Y | +303.6% | -19.5% | +323.1% | +304.3% |
| 10Y | +528.8% | -9.1% | +537.9% | +467.5% |
| All | +528.8% | -9.5% | +538.3% | +467.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TSN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling