+342.6%
SIMO vs SOXQ
+283.8%
+58.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.4% | +5.3% | +6.3% |
| 7D | +4.2% | +2.3% | +1.9% | +2.7% |
| 30D | +4.1% | -2.3% | +6.3% | +6.3% |
| 3M | -12.9% | -13.8% | +0.9% | -1.6% |
| 6M | +110.3% | +48.6% | +61.7% | +69.1% |
| YTD | +178.6% | +66.0% | +112.6% | +109.1% |
| 1Y | +220.0% | +107.9% | +112.1% | +111.2% |
| 3Y | +409.0% | +224.1% | +184.9% | +164.0% |
| 5Y | +277.3% | +256.6% | +20.7% | +87.5% |
| All | +342.6% | +283.8% | +58.8% | +111.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling