+49.5%
TQQQ vs SIMO
+239.1%
-189.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.2% | -4.7% | +0.1% |
| 7D | -1.9% | +11.0% | -13.0% | -5.5% |
| 30D | -4.9% | +17.9% | -22.7% | -10.8% |
| 3M | -6.4% | +3.9% | -10.3% | -9.2% |
| 6M | +44.4% | +131.0% | -86.6% | +4.2% |
| YTD | +35.2% | +209.3% | -174.1% | -20.8% |
| 1Y | +49.5% | +223.8% | -174.2% | -14.6% |
| All | +49.5% | +239.1% | -189.6% | -14.6% |
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