+315.5%
ARM vs SOXQ
+237.4%
+78.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.6% |
| 7D | +12.5% | +5.2% | +7.3% | +5.6% |
| 30D | -1.4% | -0.5% | -0.8% | -0.7% |
| 3M | -18.7% | -5.6% | -13.0% | -12.6% |
| 6M | +124.6% | +53.0% | +71.6% | +33.5% |
| YTD | +141.7% | +68.8% | +73.0% | +25.3% |
| 1Y | +87.7% | +105.7% | -18.1% | -25.9% |
| All | +315.5% | +237.4% | +78.2% | -9.8% |
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