-55.5%
AVTR vs SOXQ
+290.2%
-345.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | +1.6% | +5.2% | -3.7% | 0.0% |
| 30D | +8.4% | -0.5% | +8.9% | +8.4% |
| 3M | +50.2% | -5.6% | +55.8% | +50.0% |
| 6M | +82.6% | +53.0% | +29.6% | +51.4% |
| YTD | +29.8% | +68.8% | -38.9% | +3.3% |
| 1Y | +16.0% | +105.7% | -89.8% | -15.3% |
| 3Y | -26.4% | +240.5% | -266.9% | -58.5% |
| 5Y | -64.5% | +266.8% | -331.2% | -81.3% |
| All | -55.5% | +290.2% | -345.7% | -76.8% |
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