-26.5%
ALB vs SOXQ
+286.7%
-313.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -4.6% |
| 7D | -6.6% | +0.8% | -7.4% | -7.1% |
| 30D | -8.1% | -4.6% | -3.6% | -5.9% |
| 3M | -25.7% | -10.2% | -15.5% | -22.8% |
| 6M | -29.5% | +49.7% | -79.1% | -50.1% |
| YTD | -16.2% | +67.2% | -83.5% | -45.2% |
| 1Y | +59.2% | +98.0% | -38.8% | -8.1% |
| 3Y | -33.7% | +237.2% | -270.9% | -75.5% |
| 5Y | -48.1% | +261.3% | -309.4% | -82.2% |
| All | -26.5% | +286.7% | -313.1% | -75.9% |
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 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