+45.0%
BBY vs SOXQ
+232.9%
-187.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.6% |
| 7D | +0.6% | +0.8% | -0.2% | +0.4% |
| 30D | +9.4% | -4.6% | +14.0% | +10.5% |
| 3M | +19.3% | -10.2% | +29.5% | +21.3% |
| 6M | +47.9% | +49.7% | -1.8% | +24.6% |
| YTD | +39.6% | +67.2% | -27.7% | +11.5% |
| 1Y | +22.2% | +98.0% | -75.8% | -9.1% |
| 3Y | +45.0% | +237.2% | -192.2% | -17.6% |
| All | +45.0% | +232.9% | -187.9% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling