+454.5%
TEAM vs SIMO
+453.3%
+1.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.7% | -6.1% | +1.2% |
| 7D | -19.7% | +0.9% | -20.6% | -20.0% |
| 30D | -26.6% | -25.4% | -1.2% | -23.8% |
| 3M | -1.1% | -17.8% | +16.7% | -0.9% |
| 6M | +74.6% | -29.6% | +104.1% | +69.8% |
| YTD | -6.0% | +100.3% | -106.3% | -34.5% |
| 1Y | -3.2% | +100.4% | -103.6% | -32.8% |
| 3Y | -13.5% | +246.1% | -259.6% | -51.4% |
| 5Y | -65.5% | +189.8% | -255.3% | -80.4% |
| 10Y | +454.5% | +434.6% | +19.9% | +144.3% |
| All | +454.5% | +453.3% | +1.2% | +144.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling