+223.8%
SIMO vs UUUU
+3.5%
+220.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -5.0% | +12.2% | +8.0% |
| 7D | +11.0% | -10.5% | +21.5% | +12.9% |
| 30D | +17.9% | -10.5% | +28.4% | +19.8% |
| 3M | +3.9% | -14.1% | +18.0% | +4.9% |
| 6M | +131.0% | -35.5% | +166.5% | +134.4% |
| YTD | +209.3% | -10.9% | +220.2% | +205.0% |
| 1Y | +223.8% | +3.4% | +220.4% | +213.0% |
| All | +223.8% | +3.5% | +220.2% | +213.0% |
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