+36.2%
TRV vs SIMO
+234.0%
-197.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.5% |
| 7D | +0.2% | +14.5% | -14.3% | +1.2% |
| 30D | -2.3% | +20.4% | -22.8% | -0.9% |
| 3M | +22.7% | +7.1% | +15.6% | +24.2% |
| 6M | +21.9% | +129.2% | -107.3% | +29.1% |
| YTD | +27.5% | +201.9% | -174.5% | +37.1% |
| 1Y | +36.2% | +235.5% | -199.3% | +45.9% |
| All | +36.2% | +234.0% | -197.7% | +45.9% |
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