+32.9%
URI vs SIMO
+94.5%
-61.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.6% | +5.2% | -3.7% |
| 7D | -4.3% | -16.9% | +12.6% | -3.2% |
| 30D | +4.6% | -35.4% | +40.0% | +7.3% |
| 3M | -2.1% | -31.9% | +29.8% | -0.3% |
| 6M | +21.9% | -19.3% | +41.2% | +23.8% |
| YTD | +39.7% | +98.5% | -58.8% | +31.9% |
| 1Y | +32.9% | +100.5% | -67.7% | +24.6% |
| All | +32.9% | +94.5% | -61.6% | +24.6% |
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