-31.9%
ADSK vs SOXQ
+111.3%
-143.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.4% | -11.6% | -7.7% |
| 7D | -16.4% | +2.3% | -18.8% | -16.0% |
| 30D | -9.2% | -2.3% | -7.0% | -9.5% |
| 3M | -6.7% | -13.8% | +7.0% | -6.9% |
| 6M | -15.5% | +48.6% | -64.1% | -20.3% |
| YTD | -26.4% | +66.0% | -92.4% | -32.4% |
| 1Y | -31.9% | +107.9% | -139.8% | -42.7% |
| All | -31.9% | +111.3% | -143.2% | -42.7% |
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