+475.2%
TEAM vs SIMO
+515.6%
-40.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.2% | -13.1% | -8.0% |
| 7D | -5.7% | +14.6% | -20.3% | -8.1% |
| 30D | +18.3% | +6.2% | +12.1% | +16.1% |
| 3M | +80.2% | +3.6% | +76.7% | +70.3% |
| 6M | +111.0% | +130.8% | -19.8% | +54.6% |
| YTD | +8.8% | +195.8% | -187.0% | -27.4% |
| 1Y | +2.2% | +225.0% | -222.9% | -34.5% |
| 3Y | -14.6% | +452.3% | -466.9% | -55.0% |
| 5Y | -53.8% | +303.6% | -357.4% | -74.4% |
| 10Y | +475.2% | +528.8% | -53.6% | +162.6% |
| All | +475.2% | +515.6% | -40.4% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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