+1,034.5%
SIMO vs UUUU
-96.2%
+1,130.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.8% | +5.8% | +8.4% |
| 7D | +0.9% | -3.5% | +4.4% | +1.3% |
| 30D | -25.4% | -28.3% | +2.9% | -23.0% |
| 3M | -17.8% | -53.1% | +35.4% | -12.1% |
| 6M | -29.6% | -68.6% | +39.0% | -22.3% |
| YTD | +100.3% | -52.3% | +152.7% | +110.8% |
| 1Y | +100.4% | -55.8% | +156.2% | +111.7% |
| 3Y | +246.1% | -12.3% | +258.4% | +234.3% |
| 5Y | +189.8% | -36.9% | +226.7% | +178.7% |
| 10Y | +434.6% | +388.0% | +46.6% | +314.3% |
| All | +1,034.5% | -96.2% | +1,130.7% | +711.7% |
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