+156.7%
SIMO vs SPXU
-81.8%
+238.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +3.8% |
| 7D | -22.0% | +7.6% | -29.5% | -18.8% |
| 30D | -43.0% | +17.5% | -60.6% | -38.0% |
| 3M | -39.1% | +14.7% | -53.8% | -34.1% |
| 6M | -33.3% | -0.1% | -33.2% | -30.0% |
| YTD | +77.0% | -19.8% | +96.8% | +74.5% |
| 1Y | +73.0% | -23.7% | +96.7% | +68.7% |
| 3Y | +215.7% | -79.5% | +295.2% | +138.3% |
| All | +156.7% | -81.8% | +238.5% | +135.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling