+365.7%
ALAB vs SOXQ
+154.5%
+211.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.3% | -8.2% | -8.7% |
| 7D | +3.2% | +5.3% | -2.1% | -3.7% |
| 30D | -13.6% | -3.7% | -9.9% | -8.8% |
| 3M | -16.6% | -7.8% | -8.8% | -3.3% |
| 6M | +142.3% | +58.4% | +83.9% | +42.2% |
| YTD | +73.6% | +68.1% | +5.5% | -5.7% |
| 1Y | +33.7% | +105.4% | -71.7% | -42.7% |
| All | +365.7% | +154.5% | +211.2% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling