+1,541.8%
SIMO vs MUB
+76.3%
+1,465.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.7% | +8.7% |
| 7D | +4.2% | -0.9% | +5.1% | +4.6% |
| 30D | +4.1% | -1.4% | +5.5% | +4.7% |
| 3M | -12.9% | -2.2% | -10.7% | -12.1% |
| 6M | +110.3% | -1.9% | +112.2% | +112.0% |
| YTD | +178.6% | -0.8% | +179.3% | +179.5% |
| 1Y | +220.0% | +2.7% | +217.3% | +216.6% |
| 3Y | +409.0% | +8.6% | +400.4% | +392.7% |
| 5Y | +277.3% | +2.0% | +275.3% | +271.9% |
| 10Y | +506.6% | +17.9% | +488.7% | +483.8% |
| All | +1,541.8% | +76.3% | +1,465.5% | +1,193.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling