+221.3%
SIMO vs SPXU
-34.8%
+256.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -3.0% |
| 7D | +12.5% | +6.4% | +6.2% | +18.0% |
| 30D | +18.4% | +5.9% | +12.5% | +24.0% |
| 3M | +5.6% | -11.7% | +17.3% | -2.0% |
| 6M | +116.9% | -28.7% | +145.6% | +81.3% |
| YTD | +188.4% | -26.4% | +214.8% | +149.5% |
| 1Y | +221.3% | -35.2% | +256.5% | +139.3% |
| All | +221.3% | -34.8% | +256.1% | +139.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling