+156.7%
B vs SOXQ
+251.3%
-94.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.9% |
| 7D | -5.0% | +2.3% | -7.3% | -5.6% |
| 30D | +8.7% | -3.9% | +12.6% | +9.7% |
| 3M | +17.3% | -4.7% | +22.0% | +17.8% |
| 6M | -5.0% | +47.9% | -52.9% | -13.8% |
| YTD | +1.4% | +64.3% | -62.9% | -9.7% |
| 1Y | +50.5% | +95.7% | -45.2% | +29.6% |
| 3Y | +194.4% | +231.5% | -37.2% | +127.4% |
| 5Y | +156.7% | +255.0% | -98.3% | +78.9% |
| All | +156.7% | +251.3% | -94.6% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling