+25.0%
BEN vs SOXQ
+286.7%
-261.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.7% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | +0.2% | -4.6% | +4.8% | +1.9% |
| 3M | +6.8% | -10.2% | +17.0% | +9.4% |
| 6M | +38.1% | +49.7% | -11.6% | +11.2% |
| YTD | +44.3% | +67.2% | -22.9% | +9.8% |
| 1Y | +42.6% | +98.0% | -55.4% | -0.7% |
| 3Y | +52.3% | +237.2% | -184.8% | -26.2% |
| 5Y | +37.6% | +261.3% | -223.6% | -40.6% |
| All | +25.0% | +286.7% | -261.7% | -46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling