-27.4%
BAH vs SOXQ
+111.3%
-138.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.8% | -0.9% |
| 7D | -3.2% | +2.3% | -5.6% | -2.9% |
| 30D | +2.0% | -2.3% | +4.3% | +1.7% |
| 3M | -7.6% | -13.8% | +6.1% | -9.2% |
| 6M | -5.7% | +48.6% | -54.3% | -3.3% |
| YTD | -11.7% | +66.0% | -77.7% | -10.0% |
| 1Y | -27.4% | +107.9% | -135.2% | -24.0% |
| All | -27.4% | +111.3% | -138.7% | -24.0% |
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