+107.2%
AS vs SOXQ
+182.3%
-75.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.4% |
| 7D | -2.8% | +5.2% | -8.0% | -4.9% |
| 30D | -23.2% | -0.5% | -22.7% | -23.4% |
| 3M | -20.1% | -5.6% | -14.5% | -20.2% |
| 6M | -18.5% | +53.0% | -71.5% | -39.0% |
| YTD | -25.6% | +68.8% | -94.4% | -47.6% |
| 1Y | -24.4% | +105.7% | -130.1% | -52.8% |
| All | +107.2% | +182.3% | -75.1% | -3.7% |
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