-41.3%
ALNY vs SOXQ
+111.3%
-152.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.7% | +0.9% |
| 7D | +12.2% | +2.3% | +9.9% | +12.4% |
| 30D | +16.3% | -2.3% | +18.6% | +16.2% |
| 3M | -12.4% | -13.8% | +1.4% | -10.0% |
| 6M | -18.7% | +48.6% | -67.3% | -25.7% |
| YTD | -33.1% | +66.0% | -99.1% | -40.2% |
| 1Y | -41.3% | +107.9% | -149.2% | -47.0% |
| All | -41.3% | +111.3% | -152.7% | -47.0% |
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