+16.9%
A vs SOXQ
+98.3%
-81.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.4% |
| 7D | -2.6% | +0.8% | -3.4% | -2.7% |
| 30D | -0.9% | -4.6% | +3.7% | -0.3% |
| 3M | +13.6% | -10.2% | +23.8% | +14.8% |
| 6M | +27.8% | +49.7% | -21.8% | +12.9% |
| YTD | +8.6% | +67.2% | -58.6% | -7.0% |
| 1Y | +16.9% | +98.0% | -81.1% | -9.6% |
| All | +16.9% | +98.3% | -81.5% | -9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling