+27.7%
ALL vs SOXQ
+98.3%
-70.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +1.2% |
| 7D | -2.3% | +0.8% | -3.0% | -2.1% |
| 30D | -0.4% | -4.6% | +4.2% | -1.3% |
| 3M | +16.0% | -10.2% | +26.2% | +14.5% |
| 6M | +24.6% | +49.7% | -25.1% | +33.7% |
| YTD | +23.7% | +67.2% | -43.6% | +35.3% |
| 1Y | +27.7% | +98.0% | -70.3% | +39.2% |
| All | +27.7% | +98.3% | -70.6% | +39.2% |
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