+261.2%
ARM vs SOXQ
+192.4%
+68.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +7.0% | -0.3% | -2.2% |
| 7D | -5.3% | -2.9% | -2.5% | -1.9% |
| 30D | -30.0% | -20.1% | -9.9% | -6.5% |
| 3M | -34.1% | -18.6% | -15.4% | -12.6% |
| 6M | -12.6% | -14.6% | +2.0% | +9.1% |
| YTD | +70.4% | +42.1% | +28.4% | +12.3% |
| 1Y | +22.3% | +45.2% | -22.9% | -22.3% |
| 3Y | +261.2% | +195.3% | +65.9% | +3.8% |
| All | +261.2% | +192.4% | +68.8% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling