+3,365.1%
SIMO vs SUI
+979.8%
+2,385.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.3% | +9.0% | +8.8% |
| 7D | +4.2% | -2.8% | +7.1% | +5.5% |
| 30D | +4.1% | -1.2% | +5.3% | +4.6% |
| 3M | -12.9% | -1.7% | -11.1% | -13.4% |
| 6M | +110.3% | -10.5% | +120.8% | +117.2% |
| YTD | +178.6% | -1.8% | +180.4% | +175.2% |
| 1Y | +220.0% | -4.1% | +224.1% | +218.4% |
| 3Y | +409.0% | +11.3% | +397.8% | +358.9% |
| 5Y | +277.3% | -32.1% | +309.4% | +317.5% |
| 10Y | +506.6% | +110.4% | +396.2% | +257.0% |
| All | +3,365.1% | +979.8% | +2,385.3% | +549.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling