+384.8%
SIMO vs SUI
+115.7%
+269.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.6% | +4.4% |
| 7D | -22.0% | +6.2% | -28.2% | -23.0% |
| 30D | -43.0% | +8.6% | -51.6% | -44.3% |
| 3M | -39.1% | +1.0% | -40.1% | -39.6% |
| 6M | -33.3% | -2.6% | -30.7% | -33.7% |
| YTD | +77.0% | -0.1% | +77.1% | +74.0% |
| 1Y | +73.0% | +0.5% | +72.5% | +69.7% |
| 3Y | +215.7% | +15.3% | +200.5% | +192.4% |
| 5Y | +155.6% | -26.1% | +181.8% | +168.1% |
| All | +384.8% | +115.7% | +269.0% | +361.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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