+6.2%
A vs SOXQ
+286.7%
-280.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.1% |
| 7D | -2.6% | +0.8% | -3.4% | -2.9% |
| 30D | -0.9% | -4.6% | +3.7% | +0.6% |
| 3M | +13.6% | -10.2% | +23.8% | +16.2% |
| 6M | +27.8% | +49.7% | -21.8% | +5.7% |
| YTD | +8.6% | +67.2% | -58.6% | -14.4% |
| 1Y | +16.9% | +98.0% | -81.1% | -14.7% |
| 3Y | +32.9% | +237.2% | -204.2% | -26.5% |
| 5Y | -14.1% | +261.3% | -275.4% | -55.9% |
| All | +6.2% | +286.7% | -280.5% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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