+65.2%
ALLY vs SOXQ
+189.0%
-123.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.8% |
| 7D | +0.4% | +8.2% | -7.8% | -2.0% |
| 30D | +5.2% | -13.2% | +18.4% | +9.0% |
| 3M | -13.3% | -18.5% | +5.2% | -8.8% |
| 6M | -6.7% | -15.4% | +8.8% | -5.5% |
| YTD | -12.8% | +43.6% | -56.4% | -29.6% |
| 1Y | +0.7% | +49.2% | -48.6% | -20.1% |
| 3Y | +65.2% | +190.2% | -125.0% | -12.2% |
| All | +65.2% | +189.0% | -123.8% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling