+79.3%
ADI vs SOXQ
+45.5%
+33.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -1.4% |
| 7D | -5.1% | -12.1% | +6.9% | +2.3% |
| 30D | -3.1% | -22.0% | +19.0% | +12.1% |
| 3M | +7.1% | -15.6% | +22.7% | +18.1% |
| 6M | +2.9% | -2.4% | +5.3% | +4.5% |
| YTD | +51.1% | +45.4% | +5.8% | +22.1% |
| 1Y | +79.3% | +47.7% | +31.6% | +42.9% |
| All | +79.3% | +45.5% | +33.9% | +42.9% |
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