+86.1%
ARM vs SOXQ
+111.3%
-25.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.4% | +0.6% | +0.1% |
| 7D | +5.5% | +2.3% | +3.1% | +2.7% |
| 30D | -8.2% | -2.3% | -5.9% | -5.8% |
| 3M | -35.9% | -13.8% | -22.2% | -24.0% |
| 6M | +103.1% | +48.6% | +54.5% | +39.0% |
| YTD | +130.6% | +66.0% | +64.6% | +40.2% |
| 1Y | +86.1% | +107.9% | -21.8% | -10.9% |
| All | +86.1% | +111.3% | -25.3% | -10.9% |
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