+311.3%
ARM vs SOXQ
+236.1%
+75.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +2.1% |
| 7D | +11.4% | +5.3% | +6.1% | +4.5% |
| 30D | -7.4% | -3.7% | -3.7% | -2.9% |
| 3M | -24.5% | -7.8% | -16.7% | -16.3% |
| 6M | +128.7% | +58.4% | +70.3% | +30.0% |
| YTD | +139.3% | +68.1% | +71.1% | +24.6% |
| 1Y | +88.0% | +105.4% | -17.4% | -25.6% |
| All | +311.3% | +236.1% | +75.2% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling