-8.0%
BA vs SOXQ
+111.3%
-119.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.5% | +0.1% |
| 7D | +1.2% | +2.3% | -1.2% | +0.6% |
| 30D | -11.6% | -2.3% | -9.4% | -11.3% |
| 3M | -2.4% | -13.8% | +11.4% | -0.5% |
| 6M | -6.6% | +48.6% | -55.2% | -21.1% |
| YTD | -2.2% | +66.0% | -68.2% | -20.8% |
| 1Y | -8.0% | +107.9% | -115.9% | -27.4% |
| All | -8.0% | +111.3% | -119.3% | -27.4% |
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