+465.4%
SIMO vs SOXQ
+235.9%
+229.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.8% |
| 7D | +14.5% | +5.2% | +9.3% | +9.8% |
| 30D | +20.4% | -0.5% | +20.9% | +21.5% |
| 3M | +7.1% | -5.6% | +12.8% | +14.2% |
| 6M | +129.2% | +53.0% | +76.2% | +71.9% |
| YTD | +201.9% | +68.8% | +133.2% | +110.5% |
| 1Y | +235.5% | +105.7% | +129.8% | +104.5% |
| All | +465.4% | +235.9% | +229.5% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling