+257.6%
ALAB vs SOXQ
+117.3%
+140.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.8% | +2.2% |
| 7D | +16.3% | +8.2% | +8.1% | +4.7% |
| 30D | -26.1% | -13.2% | -13.0% | -7.9% |
| 3M | -31.3% | -18.5% | -12.7% | -4.8% |
| 6M | -1.0% | -15.4% | +14.4% | +36.6% |
| YTD | +33.3% | +43.6% | -10.2% | -5.9% |
| 1Y | +53.5% | +49.2% | +4.3% | +3.8% |
| All | +257.6% | +117.3% | +140.4% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling