-10.6%
BA vs SOXQ
+45.5%
-56.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +2.7% |
| 7D | +5.9% | -12.1% | +18.0% | +8.2% |
| 30D | -8.2% | -22.0% | +13.9% | -3.9% |
| 3M | -25.4% | -15.6% | -9.8% | -23.3% |
| 6M | -20.0% | -2.4% | -17.7% | -23.8% |
| YTD | -18.5% | +45.4% | -63.8% | -32.4% |
| 1Y | -10.6% | +47.7% | -58.3% | -27.0% |
| All | -10.6% | +45.5% | -56.1% | -27.0% |
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