+220.0%
SIMO vs QID
-38.2%
+258.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +8.3% |
| 7D | +4.2% | -0.6% | +4.9% | +3.6% |
| 30D | +4.1% | 0.0% | +4.1% | +4.7% |
| 3M | -12.9% | +3.7% | -16.6% | -3.9% |
| 6M | +110.3% | -29.9% | +140.2% | +69.7% |
| YTD | +178.6% | -28.8% | +207.3% | +130.4% |
| 1Y | +220.0% | -37.2% | +257.2% | +117.1% |
| All | +220.0% | -38.2% | +258.2% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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