+34.4%
URI vs SIMO
+90.9%
-56.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | -0.8% |
| 7D | +6.7% | +4.1% | +2.6% | +6.4% |
| 30D | +8.9% | -24.0% | +32.8% | +10.7% |
| 3M | +0.5% | -31.8% | +32.3% | +2.6% |
| 6M | +20.7% | -36.9% | +57.5% | +23.6% |
| YTD | +40.0% | +84.8% | -44.8% | +31.5% |
| 1Y | +34.4% | +99.0% | -64.6% | +22.5% |
| All | +34.4% | +90.9% | -56.5% | +22.5% |
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