+1,218.8%
URI vs SIMO
+434.7%
+784.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.7% | +1.2% | +5.5% |
| 7D | -4.0% | -8.5% | +4.4% | -2.1% |
| 30D | +6.8% | -34.8% | +41.6% | +16.9% |
| 3M | -2.8% | -32.8% | +30.0% | +4.1% |
| 6M | +20.9% | -32.0% | +52.9% | +25.2% |
| YTD | +40.2% | +87.0% | -46.8% | +2.5% |
| 1Y | +34.1% | +86.1% | -52.0% | -2.0% |
| 3Y | +164.1% | +226.4% | -62.3% | +53.5% |
| 5Y | +199.3% | +172.1% | +27.2% | +71.2% |
| 10Y | +1,218.8% | +408.0% | +810.8% | +436.6% |
| All | +1,218.8% | +434.7% | +784.1% | +436.6% |
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 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