+358.2%
SIMO vs SOXQ
+279.9%
+78.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.8% | -2.6% |
| 7D | +12.5% | +2.3% | +10.2% | +10.9% |
| 30D | +18.4% | -3.9% | +22.3% | +22.5% |
| 3M | +5.6% | -4.7% | +10.3% | +11.6% |
| 6M | +116.9% | +47.9% | +69.0% | +75.2% |
| YTD | +188.4% | +64.3% | +124.1% | +118.3% |
| 1Y | +221.3% | +95.7% | +125.6% | +120.3% |
| 3Y | +438.6% | +231.5% | +207.0% | +177.2% |
| 5Y | +287.9% | +255.0% | +32.9% | +93.3% |
| All | +358.2% | +279.9% | +78.3% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling