-77.0%
ADVB vs SOXQ
+45.5%
-122.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -4.3% |
| 7D | -29.5% | -12.1% | -17.4% | -29.1% |
| 30D | -66.9% | -22.0% | -44.8% | -67.1% |
| 3M | -73.7% | -15.6% | -58.1% | -73.6% |
| 6M | -64.8% | -2.4% | -62.4% | -64.0% |
| YTD | -64.0% | +45.4% | -109.4% | -66.4% |
| 1Y | -77.0% | +47.7% | -124.7% | -79.2% |
| All | -77.0% | +45.5% | -122.4% | -79.2% |
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