+2,448.5%
TQQQ vs SIMO
+394.4%
+2,054.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -0.2% |
| 7D | +10.4% | +4.1% | +6.3% | +7.8% |
| 30D | -22.2% | -24.0% | +1.8% | -8.6% |
| 3M | -25.1% | -31.8% | +6.7% | -9.7% |
| 6M | -25.0% | -36.9% | +11.9% | -9.7% |
| YTD | +10.1% | +84.8% | -74.8% | -45.6% |
| 1Y | +11.0% | +99.0% | -87.9% | -48.0% |
| 3Y | +195.0% | +217.9% | -23.0% | -1.8% |
| 5Y | +46.6% | +171.5% | -124.8% | -50.8% |
| All | +2,448.5% | +394.4% | +2,054.1% | +411.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling