+13.3%
BBIO vs SOXQ
+286.7%
-273.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -26.5% |
| YTD | -5.3% | +67.2% | -72.5% | -36.7% |
| 1Y | +37.7% | +98.0% | -60.3% | -18.6% |
| 3Y | +153.9% | +237.2% | -83.3% | -11.0% |
| 5Y | +43.9% | +261.3% | -217.4% | -56.4% |
| All | +13.3% | +286.7% | -273.4% | -65.7% |
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