-97.1%
ADVB vs SOXQ
+122.0%
-219.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -4.1% | -5.7% | +1.6% | -2.9% |
| 30D | -60.3% | -20.5% | -39.8% | -58.6% |
| 3M | -73.3% | -16.6% | -56.7% | -72.4% |
| 6M | -65.9% | -15.0% | -51.0% | -65.4% |
| YTD | -63.9% | +41.5% | -105.4% | -69.9% |
| 1Y | -74.1% | +40.2% | -114.4% | -78.6% |
| All | -97.1% | +122.0% | -219.1% | -98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling