+179.2%
URI vs SIMO
+154.7%
+24.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.0% | +0.5% |
| 7D | -9.8% | -22.0% | +12.2% | -6.4% |
| 30D | +1.7% | -43.0% | +44.8% | +10.1% |
| 3M | -9.1% | -39.1% | +30.1% | -3.4% |
| 6M | +9.9% | -33.3% | +43.1% | +13.1% |
| YTD | +31.2% | +77.0% | -45.8% | +7.6% |
| 1Y | +25.9% | +73.0% | -47.1% | +3.7% |
| 3Y | +147.4% | +215.7% | -68.3% | +71.2% |
| All | +179.2% | +154.7% | +24.5% | +89.4% |
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