+479.4%
ASX vs SOXQ
+269.0%
+210.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.2% | +3.2% |
| 7D | +11.1% | +5.2% | +5.9% | +6.3% |
| 30D | +9.6% | -0.5% | +10.1% | +10.2% |
| 3M | +18.6% | -5.6% | +24.3% | +25.8% |
| 6M | +92.1% | +53.0% | +39.1% | +37.2% |
| YTD | +158.5% | +68.8% | +89.7% | +70.3% |
| 1Y | +271.9% | +105.7% | +166.2% | +108.0% |
| 3Y | +465.2% | +240.5% | +224.8% | +102.8% |
| 5Y | +479.4% | +266.8% | +212.7% | +81.1% |
| All | +479.4% | +269.0% | +210.5% | +81.1% |
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