-49.2%
USAR vs SIMO
+80.9%
-130.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.7% | +0.8% | +4.5% |
| 7D | -1.1% | -8.2% | +7.1% | +1.8% |
| 30D | -30.3% | -34.6% | +4.4% | -20.2% |
| 3M | -54.7% | -32.6% | -22.1% | -49.5% |
| 6M | -67.5% | -31.8% | -35.7% | -63.4% |
| YTD | -26.4% | +87.6% | -114.0% | -45.4% |
| All | -49.2% | +80.9% | -130.0% | -61.6% |
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