+954.3%
BE vs SOXQ
+290.2%
+664.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.2% | -3.3% |
| 7D | +23.9% | +5.2% | +18.7% | +17.7% |
| 30D | +27.8% | -0.5% | +28.4% | +29.1% |
| 3M | +3.7% | -5.6% | +9.4% | +14.2% |
| 6M | +78.0% | +53.0% | +24.9% | +21.1% |
| YTD | +209.9% | +68.8% | +141.1% | +96.3% |
| 1Y | +389.6% | +105.7% | +283.9% | +169.0% |
| 3Y | +1,730.6% | +240.5% | +1,490.1% | +489.3% |
| 5Y | +1,227.8% | +266.8% | +961.0% | +295.7% |
| All | +954.3% | +290.2% | +664.1% | +208.2% |
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