+579.5%
SIMO vs SPXU
-99.5%
+679.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +2.6% |
| 7D | +14.5% | +1.3% | +13.2% | +14.9% |
| 30D | +20.4% | +5.1% | +15.3% | +22.6% |
| 3M | +7.1% | -9.1% | +16.3% | +5.2% |
| 6M | +129.2% | -29.6% | +158.8% | +110.0% |
| YTD | +201.9% | -27.7% | +229.6% | +181.0% |
| 1Y | +235.5% | -37.0% | +272.5% | +203.3% |
| 3Y | +463.8% | -80.2% | +544.0% | +302.7% |
| 5Y | +306.7% | -86.0% | +392.7% | +198.6% |
| 10Y | +579.5% | -99.5% | +679.0% | +127.1% |
| All | +579.5% | -99.5% | +679.0% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling