+369.5%
ALAB vs SOXQ
+153.1%
+216.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | 0.0% |
| 7D | -6.2% | +0.8% | -6.9% | -7.2% |
| 30D | -8.7% | -4.6% | -4.1% | -2.4% |
| 3M | -20.7% | -10.2% | -10.6% | -5.0% |
| 6M | +133.5% | +49.7% | +83.8% | +47.6% |
| YTD | +75.1% | +67.2% | +7.8% | -4.1% |
| 1Y | +25.0% | +98.0% | -73.0% | -43.9% |
| All | +369.5% | +153.1% | +216.4% | +56.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling