+193.6%
SIMO vs SOXQ
+231.9%
-38.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -2.9% |
| 7D | +4.1% | +8.2% | -4.1% | -1.9% |
| 30D | -24.0% | -13.2% | -10.8% | -13.7% |
| 3M | -31.8% | -18.5% | -13.2% | -17.7% |
| 6M | -36.9% | -15.4% | -21.4% | -24.1% |
| YTD | +84.8% | +43.6% | +41.3% | +59.9% |
| 1Y | +99.0% | +49.2% | +49.7% | +68.2% |
| 3Y | +217.9% | +190.2% | +27.7% | +87.1% |
| 5Y | +171.5% | +178.2% | -6.7% | +67.7% |
| All | +193.6% | +231.9% | -38.3% | +61.6% |
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