+172.6%
AR vs SOXQ
+286.7%
-114.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.4% |
| 7D | -2.5% | +0.8% | -3.2% | -2.7% |
| 30D | +2.5% | -4.6% | +7.1% | +3.7% |
| 3M | +12.3% | -10.2% | +22.5% | +13.9% |
| 6M | -3.1% | +49.7% | -52.8% | -20.7% |
| YTD | +11.5% | +67.2% | -55.7% | -13.6% |
| 1Y | +17.0% | +98.0% | -81.0% | -16.1% |
| 3Y | +47.3% | +237.2% | -189.9% | -19.0% |
| 5Y | +141.2% | +261.3% | -120.0% | +25.7% |
| All | +172.6% | +286.7% | -114.1% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling