+196.6%
B vs SOXQ
+235.9%
-39.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | +1.0% | +5.2% | -4.2% | -0.6% |
| 30D | +9.5% | -0.5% | +10.0% | +9.5% |
| 3M | +14.3% | -5.6% | +20.0% | +15.1% |
| 6M | -1.9% | +53.0% | -54.9% | -13.8% |
| YTD | +4.1% | +68.8% | -64.7% | -10.5% |
| 1Y | +56.1% | +105.7% | -49.6% | +28.7% |
| All | +196.6% | +235.9% | -39.4% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling