+253.5%
TQQQ vs SIMO
+469.0%
-215.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -2.0% |
| 7D | +2.8% | +14.5% | -11.7% | -4.9% |
| 30D | -3.0% | +20.4% | -23.5% | -13.8% |
| 3M | -2.7% | +7.1% | -9.8% | -10.4% |
| 6M | +45.4% | +129.2% | -83.8% | -25.5% |
| YTD | +36.3% | +201.9% | -165.7% | -48.6% |
| 1Y | +53.4% | +235.5% | -182.1% | -48.4% |
| All | +253.5% | +469.0% | -215.4% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling