+2,013.4%
SIMO vs SUI
+1,014.8%
+998.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | +0.7% | -15.1% | -14.7% |
| 7D | -31.4% | +8.8% | -40.2% | -34.0% |
| 30D | -45.2% | +8.9% | -54.1% | -47.8% |
| 3M | -36.5% | +2.0% | -38.5% | -38.1% |
| 6M | -34.2% | -0.6% | -33.5% | -36.0% |
| YTD | +69.9% | +1.3% | +68.6% | +62.9% |
| 1Y | +60.4% | +1.3% | +59.1% | +53.7% |
| 3Y | +203.1% | +16.3% | +186.8% | +164.5% |
| 5Y | +145.4% | -25.1% | +170.5% | +155.8% |
| 10Y | +368.9% | +121.1% | +247.8% | +166.1% |
| All | +2,013.4% | +1,014.8% | +998.6% | +284.4% |
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 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