-45.3%
BB vs SOXQ
+290.2%
-335.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.8% |
| 7D | +1.8% | +5.2% | -3.4% | -1.7% |
| 30D | -12.2% | -0.5% | -11.7% | -11.9% |
| 3M | -12.3% | -5.6% | -6.7% | -10.3% |
| 6M | +122.7% | +53.0% | +69.7% | +61.4% |
| YTD | +104.5% | +68.8% | +35.7% | +36.7% |
| 1Y | +106.7% | +105.7% | +0.9% | +18.7% |
| 3Y | +70.0% | +240.5% | -170.5% | -38.8% |
| 5Y | -27.8% | +266.8% | -294.5% | -76.8% |
| All | -45.3% | +290.2% | -335.5% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling