+131.9%
AS vs SOXQ
+150.2%
-18.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.7% | -8.2% | -4.7% |
| 7D | -3.0% | +2.9% | -5.9% | -4.6% |
| 30D | +9.6% | -13.6% | +23.2% | +15.2% |
| 3M | -8.2% | -12.5% | +4.4% | -4.6% |
| 6M | -9.9% | -12.4% | +2.5% | -10.1% |
| YTD | -16.8% | +49.6% | -66.3% | -39.1% |
| 1Y | +3.0% | +52.0% | -49.0% | -25.5% |
| All | +131.9% | +150.2% | -18.2% | +11.7% |
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