+30.6%
USAR vs SIMO
+235.9%
-205.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -1.6% |
| 7D | +2.3% | +14.6% | -12.3% | -2.1% |
| 30D | -8.6% | +6.2% | -14.8% | -10.9% |
| 3M | -20.5% | +3.6% | -24.0% | -22.0% |
| 6M | +1.2% | +130.8% | -129.6% | -17.5% |
| YTD | +48.4% | +195.8% | -147.4% | +6.2% |
| 1Y | +30.6% | +225.0% | -194.4% | -7.0% |
| All | +30.6% | +235.9% | -205.3% | -7.0% |
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