+59.2%
ALB vs SOXQ
+98.3%
-39.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -4.2% |
| 7D | -6.6% | +0.8% | -7.4% | -6.9% |
| 30D | -8.1% | -4.6% | -3.6% | -6.5% |
| 3M | -25.7% | -10.2% | -15.5% | -23.5% |
| 6M | -29.5% | +49.7% | -79.1% | -48.5% |
| YTD | -16.2% | +67.2% | -83.5% | -43.0% |
| 1Y | +59.2% | +98.0% | -38.8% | -1.1% |
| All | +59.2% | +98.3% | -39.1% | -1.1% |
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