+8.6%
ALB vs SOXQ
+45.5%
-36.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.4% | +6.4% |
| 7D | -2.1% | -12.1% | +10.0% | +2.7% |
| 30D | -9.0% | -22.0% | +13.0% | -0.3% |
| 3M | -21.1% | -15.6% | -5.5% | -16.5% |
| 6M | -49.9% | -2.4% | -47.5% | -52.3% |
| YTD | -32.3% | +45.4% | -77.7% | -48.0% |
| 1Y | +8.6% | +47.7% | -39.1% | -17.0% |
| All | +8.6% | +45.5% | -36.9% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling