-68.0%
BAX vs SOXQ
+286.7%
-354.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.9% |
| 7D | -7.9% | +0.8% | -8.6% | -8.0% |
| 30D | -11.7% | -4.6% | -7.1% | -11.1% |
| 3M | +16.2% | -10.2% | +26.4% | +17.1% |
| 6M | +32.0% | +49.7% | -17.7% | +18.5% |
| YTD | +24.7% | +67.2% | -42.5% | +9.6% |
| 1Y | -2.6% | +98.0% | -100.6% | -17.6% |
| 3Y | -35.0% | +237.2% | -272.1% | -51.4% |
| 5Y | -67.6% | +261.3% | -328.8% | -76.9% |
| All | -68.0% | +286.7% | -354.6% | -77.0% |
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 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