+137.8%
ADI vs SOXQ
+290.2%
-152.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +2.6% | +5.2% | -2.6% | -1.0% |
| 30D | -4.6% | -0.5% | -4.1% | -4.5% |
| 3M | -9.5% | -5.6% | -3.9% | -6.9% |
| 6M | +14.8% | +53.0% | -38.2% | -17.8% |
| YTD | +35.8% | +68.8% | -33.0% | -10.1% |
| 1Y | +48.9% | +105.7% | -56.8% | -15.8% |
| 3Y | +115.6% | +240.5% | -124.9% | -19.0% |
| 5Y | +135.1% | +266.8% | -131.7% | -18.4% |
| All | +137.8% | +290.2% | -152.4% | -19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling