+453.9%
SIMO vs UUUU
+97.0%
+356.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +6.0% |
| 7D | +14.6% | +2.8% | +11.8% | +14.2% |
| 30D | +6.2% | +3.4% | +2.8% | +5.5% |
| 3M | +3.6% | -3.9% | +7.4% | +3.4% |
| 6M | +130.8% | -23.2% | +154.0% | +133.2% |
| YTD | +195.8% | +0.6% | +195.2% | +186.1% |
| 1Y | +225.0% | +22.9% | +202.1% | +198.6% |
| All | +453.9% | +97.0% | +356.8% | +345.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling