+81.0%
BAM vs SOXQ
+323.8%
-242.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.7% | -0.5% |
| 7D | -2.0% | +2.3% | -4.3% | -2.7% |
| 30D | -2.9% | -2.3% | -0.7% | -2.4% |
| 3M | +9.4% | -13.8% | +23.1% | +12.9% |
| 6M | +10.8% | +48.6% | -37.9% | -9.8% |
| YTD | -0.4% | +66.0% | -66.4% | -22.8% |
| 1Y | -10.9% | +107.9% | -118.7% | -37.5% |
| 3Y | +61.3% | +224.1% | -162.9% | -10.3% |
| All | +81.0% | +323.8% | -242.8% | -10.0% |
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 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