-11.8%
BA vs SOXQ
+190.9%
-202.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | 0.0% | -5.7% | +5.7% | +1.4% |
| 30D | -8.9% | -20.5% | +11.5% | -3.2% |
| 3M | -25.5% | -16.6% | -8.9% | -22.2% |
| 6M | -27.0% | -15.0% | -12.0% | -26.2% |
| YTD | -20.1% | +41.5% | -61.6% | -33.9% |
| 1Y | -11.0% | +40.2% | -51.2% | -26.2% |
| 3Y | -11.8% | +183.0% | -194.8% | -41.6% |
| All | -11.8% | +190.9% | -202.7% | -41.6% |
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