+27.0%
UNH vs SIMO
+94.5%
-67.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.6% | +10.8% | +1.0% |
| 7D | +0.6% | -16.9% | +17.4% | +0.2% |
| 30D | +8.1% | -35.4% | +43.5% | +7.4% |
| 3M | +1.1% | -31.9% | +32.9% | +0.6% |
| 6M | +11.7% | -19.3% | +31.0% | +10.3% |
| YTD | +26.5% | +98.5% | -72.0% | +23.2% |
| 1Y | +27.0% | +100.5% | -73.5% | +23.3% |
| All | +27.0% | +94.5% | -67.4% | +23.3% |
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