-0.3%
BA vs SOXQ
+265.0%
-265.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.2% |
| 7D | +2.5% | +5.3% | -2.8% | +0.3% |
| 30D | -10.1% | -3.7% | -6.4% | -8.9% |
| 3M | -2.4% | -7.8% | +5.4% | -1.1% |
| 6M | -8.8% | +58.4% | -67.2% | -28.7% |
| YTD | -2.9% | +68.1% | -71.1% | -26.7% |
| 1Y | -8.8% | +105.4% | -114.1% | -37.7% |
| 3Y | -0.3% | +239.2% | -239.5% | -50.6% |
| 5Y | -0.3% | +266.9% | -267.2% | -53.7% |
| All | -0.3% | +265.0% | -265.3% | -53.7% |
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