+84.4%
SIMO vs MUB
+0.3%
+84.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -2.0% |
| 7D | -16.0% | +0.6% | -16.6% | -15.7% |
| 30D | -35.8% | +3.4% | -39.2% | -36.3% |
| 3M | -26.5% | -0.7% | -25.8% | -23.3% |
| 6M | -33.0% | -1.0% | -32.0% | -28.7% |
| YTD | +84.3% | 0.0% | +84.4% | +84.9% |
| All | +84.4% | +0.3% | +84.1% | +84.2% |
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