+767.5%
ATI vs SOXQ
+290.2%
+477.3%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +2.4% | +5.2% | -2.8% | -0.2% |
| 30D | -9.5% | -0.5% | -9.0% | -9.4% |
| 3M | +10.4% | -5.6% | +16.0% | +12.1% |
| 6M | +31.8% | +53.0% | -21.2% | +3.3% |
| YTD | +80.0% | +68.8% | +11.2% | +33.9% |
| 1Y | +175.8% | +105.7% | +70.1% | +84.6% |
| 3Y | +364.2% | +240.5% | +123.8% | +136.7% |
| 5Y | +1,076.9% | +266.8% | +810.1% | +431.3% |
| All | +767.5% | +290.2% | +477.3% | +287.8% |
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