+415.5%
SIMO vs SUI
+12.1%
+403.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.3% | +9.0% | +8.7% |
| 7D | +4.2% | -2.8% | +7.1% | +4.1% |
| 30D | +4.1% | -1.2% | +5.3% | +4.0% |
| 3M | -12.9% | -1.7% | -11.1% | -13.1% |
| 6M | +110.3% | -10.5% | +120.8% | +111.6% |
| YTD | +178.6% | -1.8% | +180.4% | +176.8% |
| 1Y | +220.0% | -4.1% | +224.1% | +219.0% |
| All | +415.5% | +12.1% | +403.4% | +402.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling