+1,477.8%
SIMO vs UUUU
-92.0%
+1,569.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.8% | +7.9% | +8.6% |
| 7D | +4.2% | -1.4% | +5.6% | +4.4% |
| 30D | +4.1% | +16.3% | -12.2% | +2.6% |
| 3M | -12.9% | -16.7% | +3.8% | -11.5% |
| 6M | +110.3% | -33.7% | +144.0% | +116.1% |
| YTD | +178.6% | -0.5% | +179.1% | +174.8% |
| 1Y | +220.0% | +28.9% | +191.1% | +205.5% |
| 3Y | +409.0% | +99.9% | +309.2% | +356.7% |
| 5Y | +277.3% | +135.3% | +142.0% | +223.8% |
| 10Y | +506.6% | +518.4% | -11.8% | +352.3% |
| All | +1,477.8% | -92.0% | +1,569.8% | +957.8% |
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 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