+458.5%
ASX vs SOXQ
+283.8%
+174.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.1% | -2.7% |
| 7D | -0.7% | +2.3% | -3.1% | -2.8% |
| 30D | +2.0% | -2.3% | +4.2% | +3.9% |
| 3M | -1.3% | -13.8% | +12.4% | +13.0% |
| 6M | +71.4% | +48.6% | +22.8% | +25.5% |
| YTD | +135.3% | +66.0% | +69.3% | +57.4% |
| 1Y | +267.5% | +107.9% | +159.6% | +104.2% |
| 3Y | +388.5% | +224.1% | +164.3% | +83.2% |
| 5Y | +417.1% | +256.6% | +160.5% | +71.4% |
| All | +458.5% | +283.8% | +174.7% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling