+23.7%
BBY vs SOXQ
+111.3%
-87.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +3.0% |
| 7D | +9.5% | +2.3% | +7.1% | +9.4% |
| 30D | +6.8% | -2.3% | +9.1% | +6.9% |
| 3M | +28.9% | -13.8% | +42.6% | +30.0% |
| 6M | +37.8% | +48.6% | -10.8% | +27.6% |
| YTD | +38.7% | +66.0% | -27.2% | +21.0% |
| 1Y | +23.7% | +107.9% | -84.2% | +2.1% |
| All | +23.7% | +111.3% | -87.6% | +2.1% |
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 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