-45.9%
BB vs SOXQ
+286.7%
-332.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.5% |
| 7D | -0.4% | +0.8% | -1.1% | -0.9% |
| 30D | -12.5% | -4.6% | -8.0% | -9.6% |
| 3M | -17.4% | -10.2% | -7.3% | -12.5% |
| 6M | +119.1% | +49.7% | +69.5% | +61.3% |
| YTD | +102.4% | +67.2% | +35.1% | +36.2% |
| 1Y | +98.2% | +98.0% | +0.2% | +17.0% |
| 3Y | +46.9% | +237.2% | -190.2% | -46.7% |
| 5Y | -26.4% | +261.3% | -287.7% | -76.2% |
| All | -45.9% | +286.7% | -332.6% | -83.2% |
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