-6.6%
TEAM vs SIMO
+77.7%
-84.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.3% | -4.3% |
| 7D | -22.2% | -16.0% | -6.2% | -23.7% |
| 30D | -28.1% | -35.8% | +7.6% | -32.0% |
| 3M | -2.2% | -26.5% | +24.3% | -4.9% |
| 6M | +62.2% | -33.0% | +95.2% | +53.7% |
| YTD | -8.4% | +84.3% | -92.7% | -25.3% |
| 1Y | -6.6% | +82.0% | -88.6% | -23.6% |
| All | -6.6% | +77.7% | -84.3% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling