-10.6%
ADSK vs SOXQ
+29.4%
-40.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.1% | +11.8% | -3.1% |
| 7D | +11.3% | -21.6% | +33.0% | +5.7% |
| 30D | +16.4% | -31.7% | +48.1% | +7.5% |
| 3M | +12.1% | -24.8% | +36.9% | +6.2% |
| 6M | +7.9% | -17.7% | +25.6% | +1.6% |
| YTD | -9.1% | +27.7% | -36.8% | -19.2% |
| 1Y | -10.6% | +26.0% | -36.6% | -20.5% |
| All | -10.6% | +29.4% | -40.0% | -20.5% |
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 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