+220.0%
SIMO vs UUUU
+27.9%
+192.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.8% | +7.9% | +8.6% |
| 7D | +4.2% | -1.4% | +5.6% | +4.5% |
| 30D | +4.1% | +16.3% | -12.2% | +1.4% |
| 3M | -12.9% | -16.7% | +3.8% | -12.7% |
| 6M | +110.3% | -33.7% | +144.0% | +110.8% |
| YTD | +178.6% | -0.5% | +179.1% | +170.7% |
| 1Y | +220.0% | +28.9% | +191.1% | +215.2% |
| All | +220.0% | +27.9% | +192.1% | +215.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling