+199.3%
URI vs SIMO
+170.7%
+28.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.7% | +1.2% | +6.0% |
| 7D | -4.0% | -8.2% | +4.1% | -2.8% |
| 30D | +6.8% | -34.6% | +41.4% | +13.2% |
| 3M | -2.8% | -32.6% | +29.8% | +1.7% |
| 6M | +20.9% | -31.8% | +52.7% | +24.1% |
| YTD | +40.2% | +87.6% | -47.4% | +14.0% |
| 1Y | +34.1% | +86.7% | -52.6% | +9.0% |
| 3Y | +164.1% | +227.4% | -63.3% | +81.9% |
| 5Y | +199.3% | +173.0% | +26.3% | +100.9% |
| All | +199.3% | +170.7% | +28.6% | +100.9% |
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