+384.5%
ALAB vs SOXQ
+155.4%
+229.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.7% | +3.5% |
| 7D | +9.6% | +5.2% | +4.4% | +2.4% |
| 30D | -5.3% | -0.5% | -4.7% | -4.4% |
| 3M | -12.0% | -5.6% | -6.4% | -1.1% |
| 6M | +145.7% | +53.0% | +92.7% | +50.7% |
| YTD | +80.7% | +68.8% | +11.9% | -2.3% |
| 1Y | +40.1% | +105.7% | -65.6% | -40.1% |
| All | +384.5% | +155.4% | +229.1% | +58.9% |
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