+599.3%
MU vs SIMO
+220.5%
+378.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.5% | -0.4% | -2.7% |
| 7D | +2.0% | +12.5% | -10.5% | -3.9% |
| 30D | +12.5% | +18.4% | -5.9% | +3.0% |
| 3M | +9.6% | +5.6% | +4.0% | +6.8% |
| 6M | +142.6% | +116.9% | +25.7% | +71.2% |
| YTD | +242.7% | +188.4% | +54.3% | +90.8% |
| 1Y | +599.3% | +221.3% | +378.0% | +263.2% |
| All | +599.3% | +220.5% | +378.8% | +263.2% |
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