-17.2%
BA vs SOXQ
+279.9%
-297.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.3% |
| 7D | -2.7% | +2.3% | -5.0% | -3.7% |
| 30D | -12.2% | -3.9% | -8.3% | -11.0% |
| 3M | -2.0% | -4.7% | +2.7% | -2.2% |
| 6M | -6.0% | +47.9% | -53.8% | -24.1% |
| YTD | -5.7% | +64.3% | -70.0% | -27.9% |
| 1Y | -10.0% | +95.7% | -105.7% | -37.1% |
| 3Y | -3.1% | +231.5% | -234.6% | -51.2% |
| 5Y | -2.6% | +255.0% | -257.6% | -54.4% |
| All | -17.2% | +279.9% | -297.1% | -61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling