+35.9%
URI vs SIMO
+97.3%
-61.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.7% | -4.5% | +3.4% |
| 7D | +2.6% | +0.9% | +1.7% | +2.4% |
| 30D | +9.1% | -25.4% | +34.5% | +10.9% |
| 3M | +1.0% | -17.8% | +18.7% | +1.7% |
| 6M | +23.3% | -29.6% | +52.9% | +25.5% |
| YTD | +43.3% | +100.3% | -57.0% | +32.8% |
| 1Y | +35.9% | +100.4% | -64.4% | +25.2% |
| All | +35.9% | +97.3% | -61.4% | +25.2% |
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