+138.3%
ADI vs SOXQ
+258.1%
-119.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +3.6% |
| 7D | +4.6% | +0.8% | +3.8% | +4.0% |
| 30D | -1.2% | -4.6% | +3.4% | +2.0% |
| 3M | -7.8% | -10.2% | +2.3% | -1.6% |
| 6M | +19.3% | +49.7% | -30.3% | -13.3% |
| YTD | +40.9% | +67.2% | -26.3% | -6.3% |
| 1Y | +54.5% | +98.0% | -43.5% | -10.3% |
| 3Y | +123.4% | +237.2% | -113.7% | -15.9% |
| All | +138.3% | +258.1% | -119.8% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling