+102.6%
BB vs SOXQ
+111.3%
-8.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -1.8% |
| 7D | -5.6% | +2.3% | -8.0% | -6.8% |
| 30D | -11.8% | -2.3% | -9.5% | -10.7% |
| 3M | -25.5% | -13.8% | -11.8% | -21.1% |
| 6M | +121.3% | +48.6% | +72.6% | +83.5% |
| YTD | +103.2% | +66.0% | +37.2% | +57.9% |
| 1Y | +102.6% | +107.9% | -5.2% | +42.9% |
| All | +102.6% | +111.3% | -8.7% | +42.9% |
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