+504.3%
MUU vs SIMO
+94.5%
+409.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -9.6% | -4.4% | -4.8% |
| 7D | -35.9% | -16.9% | -19.0% | -23.3% |
| 30D | -47.1% | -35.4% | -11.8% | -19.6% |
| 3M | -29.8% | -31.9% | +2.0% | -2.1% |
| 6M | +16.0% | -19.3% | +35.3% | +71.6% |
| YTD | +286.1% | +98.5% | +187.6% | +102.1% |
| 1Y | +504.3% | +100.5% | +403.8% | +217.8% |
| All | +504.3% | +94.5% | +409.9% | +217.8% |
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