+487.7%
ASX vs SOXQ
+286.7%
+201.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -2.5% |
| 7D | +5.2% | +0.8% | +4.5% | +4.6% |
| 30D | +0.5% | -4.6% | +5.1% | +4.7% |
| 3M | +8.3% | -10.2% | +18.5% | +19.7% |
| 6M | +82.0% | +49.7% | +32.4% | +32.5% |
| YTD | +147.6% | +67.2% | +80.4% | +64.6% |
| 1Y | +258.8% | +98.0% | +160.8% | +107.5% |
| 3Y | +452.1% | +237.2% | +214.9% | +100.4% |
| 5Y | +441.7% | +261.3% | +180.4% | +77.8% |
| All | +487.7% | +286.7% | +201.0% | +88.0% |
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