+270.1%
SIMO vs SUI
-32.0%
+302.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.3% | +9.0% | +8.7% |
| 7D | +4.2% | -2.8% | +7.1% | +4.6% |
| 30D | +4.1% | -1.2% | +5.3% | +4.3% |
| 3M | -12.9% | -1.7% | -11.1% | -13.2% |
| 6M | +110.3% | -10.5% | +120.8% | +113.8% |
| YTD | +178.6% | -1.8% | +180.4% | +176.4% |
| 1Y | +220.0% | -4.1% | +224.1% | +219.0% |
| 3Y | +409.0% | +11.3% | +397.8% | +377.7% |
| All | +270.1% | -32.0% | +302.1% | +312.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling