+0.2%
XRT vs SIMO
+216.4%
-216.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-07 to 2026-09-07.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.7% | -7.7% | +0.9% |
| 7D | +0.8% | +4.2% | -3.4% | +0.7% |
| 30D | -4.2% | +4.1% | -8.3% | -4.3% |
| 3M | +4.9% | -12.9% | +17.7% | +5.0% |
| 6M | +1.9% | +110.3% | -108.4% | -4.5% |
| YTD | +2.7% | +178.6% | -175.9% | -9.4% |
| All | +0.2% | +216.4% | -216.2% | -13.6% |
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 2025-09-07 to 2026-09-07: 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…
2025-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling