+67.8%
B vs SOXQ
+111.3%
-43.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -3.7% |
| 7D | -1.6% | +2.3% | -3.9% | -2.7% |
| 30D | +9.4% | -2.3% | +11.7% | +10.5% |
| 3M | +5.0% | -13.8% | +18.7% | +10.3% |
| 6M | -3.5% | +48.6% | -52.2% | -26.4% |
| YTD | +4.5% | +66.0% | -61.5% | -24.3% |
| 1Y | +67.8% | +107.9% | -40.1% | +8.1% |
| All | +67.8% | +111.3% | -43.5% | +8.1% |
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