-24.7%
BAH vs SOXQ
+98.3%
-123.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.6% |
| 7D | +4.3% | +0.8% | +3.5% | +4.4% |
| 30D | -2.5% | -4.6% | +2.1% | -3.1% |
| 3M | -0.9% | -10.2% | +9.2% | -2.2% |
| 6M | +1.5% | +49.7% | -48.2% | +4.1% |
| YTD | -8.0% | +67.2% | -75.2% | -6.2% |
| 1Y | -24.7% | +98.0% | -122.7% | -22.4% |
| All | -24.7% | +98.3% | -123.1% | -22.4% |
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