+52.4%
BEN vs SOXQ
+227.1%
-174.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.6% |
| 7D | +0.3% | +2.3% | -2.0% | -0.3% |
| 30D | +0.9% | -3.9% | +4.8% | +1.9% |
| 3M | +9.2% | -4.7% | +13.9% | +8.9% |
| 6M | +36.8% | +47.9% | -11.1% | +17.6% |
| YTD | +44.4% | +64.3% | -19.9% | +19.6% |
| 1Y | +45.8% | +95.7% | -49.9% | +13.5% |
| All | +52.4% | +227.1% | -174.7% | -13.7% |
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