-4.1%
BAH vs SOXQ
+286.7%
-290.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.2% |
| 7D | +4.3% | +0.8% | +3.5% | +4.2% |
| 30D | -2.5% | -4.6% | +2.1% | -2.2% |
| 3M | -0.9% | -10.2% | +9.2% | -0.8% |
| 6M | +1.5% | +49.7% | -48.2% | -4.6% |
| YTD | -8.0% | +67.2% | -75.2% | -14.9% |
| 1Y | -24.7% | +98.0% | -122.7% | -32.3% |
| 3Y | -28.4% | +237.2% | -265.6% | -41.8% |
| 5Y | +2.8% | +261.3% | -258.5% | -18.8% |
| All | -4.1% | +286.7% | -290.8% | -23.7% |
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 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