+1,264.4%
BE vs SOXQ
+258.1%
+1,006.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.8% | +4.9% | +4.8% |
| 7D | +9.0% | +0.8% | +8.3% | +8.4% |
| 30D | +16.3% | -4.6% | +20.8% | +22.6% |
| 3M | +10.8% | -10.2% | +21.0% | +28.4% |
| 6M | +73.2% | +49.7% | +23.5% | +20.1% |
| YTD | +217.4% | +67.2% | +150.1% | +102.2% |
| 1Y | +309.8% | +98.0% | +211.8% | +131.5% |
| 3Y | +1,726.2% | +237.2% | +1,489.0% | +484.5% |
| All | +1,264.4% | +258.1% | +1,006.3% | +310.1% |
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 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