+306.7%
SIMO vs UUUU
+132.1%
+174.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | +14.5% | +1.8% | +12.7% | +14.3% |
| 30D | +20.4% | +1.8% | +18.6% | +20.0% |
| 3M | +7.1% | +1.3% | +5.9% | +6.7% |
| 6M | +129.2% | -26.8% | +156.0% | +134.0% |
| YTD | +201.9% | +0.1% | +201.9% | +193.8% |
| 1Y | +235.5% | +11.2% | +224.3% | +216.0% |
| 3Y | +463.8% | +97.7% | +366.1% | +370.8% |
| 5Y | +306.7% | +127.3% | +179.4% | +228.4% |
| All | +306.7% | +132.1% | +174.6% | +228.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling