+152.0%
QQQM vs SIMO
+660.5%
-508.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.2% | -6.4% | -0.4% |
| 7D | -0.6% | +11.0% | -11.6% | -2.5% |
| 30D | -1.2% | +17.9% | -19.1% | -4.5% |
| 3M | -0.1% | +3.9% | -4.0% | -2.6% |
| 6M | +18.0% | +131.0% | -113.1% | -3.9% |
| YTD | +16.7% | +209.3% | -192.6% | -11.9% |
| 1Y | +23.0% | +223.8% | -200.7% | -8.5% |
| 3Y | +93.3% | +479.2% | -385.9% | +24.1% |
| 5Y | +96.3% | +316.0% | -219.7% | +30.5% |
| All | +152.0% | +660.5% | -508.4% | +49.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling