+59.3%
AMAT vs SOXQ
+40.3%
+19.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -2.5% | -5.7% | +3.2% | +4.7% |
| 30D | -26.5% | -20.5% | -6.1% | -4.1% |
| 3M | -28.6% | -16.6% | -12.0% | -11.8% |
| 6M | -14.2% | -15.0% | +0.7% | +4.4% |
| YTD | +45.5% | +41.5% | +4.0% | +1.7% |
| 1Y | +59.3% | +40.2% | +19.1% | +12.5% |
| All | +59.3% | +40.3% | +19.0% | +12.5% |
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