+66.3%
UBER vs SIMO
+408.1%
-341.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -1.8% |
| 7D | +0.5% | +14.9% | -14.4% | -2.2% |
| 30D | -3.1% | -27.0% | +23.9% | +1.6% |
| 3M | -8.3% | -25.4% | +17.1% | -6.0% |
| 6M | -9.5% | -30.3% | +20.8% | -10.0% |
| YTD | -15.4% | +95.8% | -111.2% | -41.9% |
| 1Y | -26.1% | +100.0% | -126.2% | -49.8% |
| 3Y | +34.0% | +238.3% | -204.3% | -28.2% |
| 5Y | +53.2% | +187.6% | -134.4% | -18.4% |
| All | +66.3% | +408.1% | -341.8% | -46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling