+176.6%
URI vs SIMO
+144.7%
+31.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -14.4% | +7.3% | -4.9% |
| 7D | -12.9% | -31.4% | +18.5% | -7.9% |
| 30D | -3.4% | -45.2% | +41.8% | +5.2% |
| 3M | -10.0% | -36.5% | +26.5% | -5.1% |
| 6M | +12.2% | -34.2% | +46.4% | +15.8% |
| YTD | +29.8% | +69.9% | -40.2% | +7.1% |
| 1Y | +24.6% | +60.4% | -35.8% | +4.1% |
| 3Y | +137.6% | +203.1% | -65.5% | +65.5% |
| 5Y | +176.6% | +145.4% | +31.2% | +87.3% |
| All | +176.6% | +144.7% | +31.9% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling