+2,802.7%
TQQQ vs SIMO
+557.5%
+2,245.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -0.5% |
| 7D | -3.9% | +12.5% | -16.5% | -11.2% |
| 30D | -5.3% | +18.4% | -23.7% | -16.4% |
| 3M | +0.1% | +5.6% | -5.5% | -8.8% |
| 6M | +40.7% | +116.9% | -76.3% | -29.0% |
| YTD | +31.8% | +188.4% | -156.6% | -48.2% |
| 1Y | +48.2% | +221.3% | -173.0% | -46.3% |
| 3Y | +253.6% | +438.6% | -184.9% | -10.3% |
| 5Y | +99.6% | +287.9% | -188.3% | -42.2% |
| All | +2,802.7% | +557.5% | +2,245.2% | +399.7% |
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 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