+317.7%
SOXL vs SIMO
+239.1%
+78.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +7.2% | -2.0% | -1.7% |
| 7D | +3.9% | +11.0% | -7.2% | -6.0% |
| 30D | -14.3% | +17.9% | -32.2% | -27.0% |
| 3M | -45.6% | +3.9% | -49.5% | -43.5% |
| 6M | +117.2% | +131.0% | -13.8% | +23.9% |
| YTD | +189.8% | +209.3% | -19.5% | +4.6% |
| 1Y | +317.7% | +223.8% | +94.0% | +49.7% |
| All | +317.7% | +239.1% | +78.7% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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