+48.0%
BAX vs SOXQ
+45.5%
+2.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +4.1% |
| 7D | +4.1% | -12.1% | +16.2% | +4.6% |
| 30D | +9.4% | -22.0% | +31.5% | +10.6% |
| 3M | -6.5% | -15.6% | +9.1% | -5.8% |
| 6M | +59.6% | -2.4% | +62.0% | +49.2% |
| YTD | +38.9% | +45.4% | -6.5% | +19.2% |
| 1Y | +48.0% | +47.7% | +0.3% | +27.0% |
| All | +48.0% | +45.5% | +2.5% | +27.0% |
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