+316.4%
ALM vs SOXQ
+111.3%
+205.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.9% | -4.3% |
| 7D | -2.6% | +2.3% | -5.0% | -4.6% |
| 30D | +32.0% | -2.3% | +34.3% | +34.7% |
| 3M | -15.0% | -13.8% | -1.3% | -4.6% |
| 6M | -10.1% | +48.6% | -58.7% | -32.0% |
| YTD | +99.4% | +66.0% | +33.4% | +42.0% |
| 1Y | +316.4% | +107.9% | +208.5% | +184.5% |
| All | +316.4% | +111.3% | +205.0% | +184.5% |
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