-87.7%
ADVB vs SOXQ
+163.8%
-251.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.0% |
| 7D | -14.0% | +5.3% | -19.3% | -14.6% |
| 30D | +41.0% | -3.7% | +44.7% | +41.3% |
| 3M | +127.9% | -7.8% | +135.7% | +129.6% |
| 6M | +101.3% | +58.4% | +43.0% | +69.2% |
| YTD | +53.8% | +68.1% | -14.4% | +23.7% |
| 1Y | +4.4% | +105.4% | -101.0% | -26.9% |
| All | -87.7% | +163.8% | -251.5% | -92.8% |
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