-30.6%
BA vs SOXQ
+231.9%
-262.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +1.3% |
| 7D | -1.1% | +8.2% | -9.3% | -4.2% |
| 30D | -7.1% | -13.2% | +6.0% | -3.0% |
| 3M | -25.5% | -18.5% | -7.0% | -20.6% |
| 6M | -28.7% | -15.4% | -13.3% | -27.3% |
| YTD | -21.0% | +43.6% | -64.6% | -37.3% |
| 1Y | -11.9% | +49.2% | -61.1% | -31.5% |
| 3Y | -16.2% | +190.2% | -206.4% | -56.1% |
| 5Y | -22.4% | +178.2% | -200.6% | -61.1% |
| All | -30.6% | +231.9% | -262.6% | -66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling