+35,000.4%
TQQQ vs SIMO
+12,565.0%
+22,435.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -3.5% |
| 7D | +4.4% | +14.6% | -10.3% | -3.2% |
| 30D | -3.1% | +6.2% | -9.3% | -7.8% |
| 3M | -5.2% | +3.6% | -8.7% | -10.7% |
| 6M | +52.4% | +130.8% | -78.4% | -13.3% |
| YTD | +37.4% | +195.8% | -158.3% | -33.6% |
| 1Y | +56.0% | +225.0% | -169.0% | -28.4% |
| 3Y | +268.7% | +452.3% | -183.6% | +31.2% |
| 5Y | +101.2% | +303.6% | -202.4% | -20.1% |
| 10Y | +2,840.4% | +528.8% | +2,311.6% | +830.2% |
| All | +35,000.4% | +12,565.0% | +22,435.4% | +3,086.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling