+5.4%
B vs SOXQ
+45.6%
-40.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +0.7% |
| 7D | -7.3% | +8.2% | -15.5% | -10.2% |
| 30D | -3.3% | -13.2% | +9.8% | +1.7% |
| 3M | -7.8% | -18.5% | +10.8% | -0.5% |
| 6M | -15.5% | -15.4% | -0.1% | -14.0% |
| YTD | -12.3% | +43.6% | -55.8% | -32.9% |
| 1Y | +5.4% | +49.2% | -43.9% | -21.1% |
| All | +5.4% | +45.6% | -40.2% | -21.1% |
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