+100.0%
SIMO vs QID
-21.0%
+121.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -1.7% |
| 7D | +14.9% | -11.8% | +26.7% | +0.9% |
| 30D | -27.0% | +14.2% | -41.2% | -10.5% |
| 3M | -25.4% | +8.8% | -34.2% | -11.5% |
| 6M | -30.3% | +1.5% | -31.7% | -17.5% |
| YTD | +95.8% | -23.8% | +119.6% | +91.4% |
| 1Y | +100.0% | -22.0% | +122.0% | +103.1% |
| All | +100.0% | -21.0% | +121.0% | +103.1% |
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