+946.8%
SIMO vs UUUU
-96.4%
+1,043.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -5.5% |
| 7D | +4.1% | -1.1% | +5.2% | +4.2% |
| 30D | -24.0% | -21.0% | -3.0% | -22.2% |
| 3M | -31.8% | -54.8% | +23.0% | -26.9% |
| 6M | -36.9% | -67.3% | +30.5% | -30.5% |
| YTD | +84.8% | -54.7% | +139.5% | +95.4% |
| 1Y | +99.0% | -57.4% | +156.4% | +111.0% |
| 3Y | +217.9% | -19.6% | +237.6% | +209.4% |
| 5Y | +171.5% | -40.0% | +211.5% | +162.3% |
| 10Y | +393.3% | +364.1% | +29.2% | +284.0% |
| All | +946.8% | -96.4% | +1,043.1% | +652.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling