+42.3%
BBIO vs SOXQ
+258.1%
-215.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.1% |
| 7D | -3.2% | +0.8% | -4.0% | -3.6% |
| 30D | -13.6% | -4.6% | -9.0% | -11.6% |
| 3M | +7.2% | -10.2% | +17.4% | +11.0% |
| 6M | +1.5% | +49.7% | -48.2% | -26.8% |
| YTD | -5.3% | +67.2% | -72.5% | -37.0% |
| 1Y | +37.7% | +98.0% | -60.3% | -19.1% |
| 3Y | +153.9% | +237.2% | -83.3% | -12.6% |
| All | +42.3% | +258.1% | -215.8% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling