+117.4%
B vs SOXQ
+286.7%
-169.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -2.4% | +0.8% | -3.1% | -2.6% |
| 30D | +6.3% | -4.6% | +10.9% | +7.5% |
| 3M | +12.1% | -10.2% | +22.3% | +14.3% |
| 6M | -3.1% | +49.7% | -52.8% | -12.4% |
| YTD | +2.0% | +67.2% | -65.3% | -9.8% |
| 1Y | +51.7% | +98.0% | -46.3% | +29.9% |
| 3Y | +190.5% | +237.2% | -46.7% | +122.2% |
| 5Y | +158.0% | +261.3% | -103.3% | +77.1% |
| All | +117.4% | +286.7% | -169.3% | +46.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling