+25.2%
UAL vs SIMO
+80.3%
-55.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.7% | +1.1% | +6.3% |
| 7D | +10.2% | -8.5% | +18.7% | +10.6% |
| 30D | +12.0% | -34.8% | +46.8% | +15.2% |
| 3M | -7.1% | -32.8% | +25.8% | -4.9% |
| 6M | +20.9% | -32.0% | +52.9% | +22.3% |
| YTD | +7.7% | +87.0% | -79.4% | -7.6% |
| All | +25.2% | +80.3% | -55.1% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling