+35.1%
AVTR vs SOXQ
+45.5%
-10.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.5% |
| 7D | -6.2% | -12.1% | +5.9% | -5.7% |
| 30D | -1.0% | -22.0% | +21.0% | -0.1% |
| 3M | +14.4% | -15.6% | +30.0% | +15.1% |
| 6M | +95.9% | -2.4% | +98.2% | +89.6% |
| YTD | +36.6% | +45.4% | -8.8% | +22.1% |
| 1Y | +35.1% | +47.7% | -12.5% | +21.7% |
| All | +35.1% | +45.5% | -10.3% | +21.7% |
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 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