+2,163.5%
MUU vs SIMO
+220.5%
+1,943.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.8% | -4.9% |
| 7D | +3.6% | +12.5% | -9.0% | -7.9% |
| 30D | +22.3% | +18.4% | +3.9% | +3.7% |
| 3M | -8.2% | +5.6% | -13.8% | -4.3% |
| 6M | +256.3% | +116.9% | +139.4% | +103.3% |
| YTD | +534.4% | +188.4% | +346.0% | +125.9% |
| 1Y | +2,163.5% | +221.3% | +1,942.2% | +640.2% |
| All | +2,163.5% | +220.5% | +1,943.0% | +640.2% |
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