+58.2%
QQQI vs SIMO
+398.2%
-340.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.2% | -6.4% | -0.2% |
| 7D | -0.3% | +11.0% | -11.4% | -1.9% |
| 30D | -0.3% | +17.9% | -18.2% | -3.0% |
| 3M | +1.3% | +3.9% | -2.6% | -0.7% |
| 6M | +11.5% | +131.0% | -119.5% | -6.6% |
| YTD | +11.3% | +209.3% | -198.0% | -14.2% |
| 1Y | +16.9% | +223.8% | -206.9% | -11.6% |
| All | +58.2% | +398.2% | -340.0% | -0.5% |
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