+84.6%
SIMO vs MUB
+0.9%
+83.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.7% |
| 7D | -8.5% | +1.0% | -9.5% | -7.8% |
| 30D | -34.8% | +3.9% | -38.7% | -35.1% |
| 3M | -32.8% | -0.4% | -32.5% | -29.8% |
| 6M | -32.0% | -0.6% | -31.5% | -27.6% |
| YTD | +87.0% | +0.4% | +86.6% | +90.1% |
| All | +84.6% | +0.9% | +83.8% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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