+114.1%
AS vs SOXQ
+181.3%
-67.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.4% |
| 7D | -2.6% | +5.3% | -7.9% | -4.8% |
| 30D | -22.1% | -3.7% | -18.4% | -21.1% |
| 3M | -15.3% | -7.8% | -7.5% | -14.4% |
| 6M | -15.6% | +58.4% | -73.9% | -38.0% |
| YTD | -23.2% | +68.1% | -91.3% | -45.7% |
| 1Y | -21.7% | +105.4% | -127.1% | -51.1% |
| All | +114.1% | +181.3% | -67.2% | -0.4% |
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