+87.6%
BB vs SOXQ
+45.5%
+42.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.1% | +10.1% | +8.7% |
| 7D | -6.8% | -12.1% | +5.3% | +0.1% |
| 30D | -3.5% | -22.0% | +18.5% | +10.3% |
| 3M | -1.2% | -15.6% | +14.3% | +8.3% |
| 6M | +57.0% | -2.4% | +59.4% | +62.9% |
| YTD | +131.1% | +45.4% | +85.8% | +111.8% |
| 1Y | +87.6% | +47.7% | +39.9% | +71.0% |
| All | +87.6% | +45.5% | +42.1% | +71.0% |
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