+134.9%
AS vs SOXQ
+122.0%
+12.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | -1.1% |
| 7D | +6.9% | -12.2% | +19.2% | +12.1% |
| 30D | +16.0% | -28.2% | +44.2% | +31.7% |
| 3M | -12.8% | -22.1% | +9.2% | -5.0% |
| 6M | -15.4% | -18.1% | +2.8% | -14.0% |
| YTD | -15.7% | +32.7% | -48.5% | -35.2% |
| 1Y | +6.1% | +34.1% | -28.1% | -19.2% |
| All | +134.9% | +122.0% | +12.8% | +18.9% |
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