+360.5%
BE vs SOXQ
+111.3%
+249.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.4% | +4.0% | +2.2% |
| 7D | +20.0% | +2.3% | +17.6% | +15.7% |
| 30D | +7.9% | -2.3% | +10.2% | +11.7% |
| 3M | -13.2% | -13.8% | +0.5% | +9.4% |
| 6M | +53.5% | +48.6% | +4.8% | -28.8% |
| YTD | +191.0% | +66.0% | +125.0% | +9.3% |
| 1Y | +360.5% | +107.9% | +252.6% | +32.9% |
| All | +360.5% | +111.3% | +249.2% | +32.9% |
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