-25.5%
UBER vs SIMO
+234.0%
-259.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.9% | -2.8% |
| 7D | -7.0% | +14.5% | -21.5% | -6.9% |
| 30D | -8.9% | +20.4% | -29.3% | -8.8% |
| 3M | +1.0% | +7.1% | -6.1% | +0.6% |
| 6M | -3.7% | +129.2% | -133.0% | -11.2% |
| YTD | -13.0% | +201.9% | -215.0% | -27.4% |
| 1Y | -25.5% | +235.5% | -261.0% | -40.4% |
| All | -25.5% | +234.0% | -259.5% | -40.4% |
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