-3.8%
AS vs SOXQ
+48.4%
-52.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -3.6% | +16.4% | -20.0% | -6.6% |
| 30D | +3.4% | -13.9% | +17.3% | +6.4% |
| 3M | -8.6% | -15.1% | +6.5% | -5.9% |
| 6M | -10.0% | -10.2% | +0.1% | -13.1% |
| YTD | -19.2% | +48.7% | -67.9% | -40.7% |
| 1Y | -3.8% | +48.9% | -52.7% | -29.2% |
| All | -3.8% | +48.4% | -52.2% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling