+96.9%
AU vs SOXQ
+111.3%
-14.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.4% | -5.7% | -4.1% |
| 7D | -3.6% | +2.3% | -6.0% | -4.9% |
| 30D | +23.9% | -2.3% | +26.1% | +25.1% |
| 3M | +19.1% | -13.8% | +32.8% | +25.6% |
| 6M | -0.2% | +48.6% | -48.8% | -28.6% |
| YTD | +32.5% | +66.0% | -33.5% | -10.4% |
| 1Y | +96.9% | +107.9% | -10.9% | +16.0% |
| All | +96.9% | +111.3% | -14.4% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling