+27.0%
ALL vs SOXQ
+111.3%
-84.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -0.6% |
| 7D | 0.0% | +2.3% | -2.3% | +0.6% |
| 30D | -1.5% | -2.3% | +0.8% | -1.8% |
| 3M | +23.6% | -13.8% | +37.4% | +21.6% |
| 6M | +22.3% | +48.6% | -26.3% | +31.4% |
| YTD | +26.5% | +66.0% | -39.5% | +38.6% |
| 1Y | +27.0% | +107.9% | -80.9% | +36.2% |
| All | +27.0% | +111.3% | -84.3% | +36.2% |
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