-8.9%
BAH vs SOXQ
+288.7%
-297.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | -4.3% | +5.3% | -9.6% | -4.7% |
| 30D | -4.5% | -3.7% | -0.8% | -4.3% |
| 3M | -7.6% | -7.8% | +0.2% | -7.7% |
| 6M | -10.6% | +58.4% | -69.0% | -16.5% |
| YTD | -12.6% | +68.1% | -80.7% | -19.2% |
| 1Y | -27.0% | +105.4% | -132.4% | -34.6% |
| 3Y | -31.5% | +239.2% | -270.7% | -44.4% |
| 5Y | -3.8% | +266.9% | -270.7% | -23.9% |
| All | -8.9% | +288.7% | -297.6% | -27.5% |
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