+596.0%
SIMO vs UUUU
+465.5%
+130.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -5.0% | +12.2% | +7.9% |
| 7D | +11.0% | -10.5% | +21.5% | +12.6% |
| 30D | +17.9% | -10.5% | +28.4% | +19.4% |
| 3M | +3.9% | -14.1% | +18.0% | +5.7% |
| 6M | +131.0% | -35.5% | +166.5% | +140.9% |
| YTD | +209.3% | -10.9% | +220.2% | +206.0% |
| 1Y | +223.8% | +3.4% | +220.4% | +208.5% |
| 3Y | +479.2% | +73.1% | +406.1% | +393.5% |
| 5Y | +316.0% | +87.1% | +228.9% | +232.2% |
| All | +596.0% | +465.5% | +130.5% | +337.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling