+26.7%
BEN vs SOXQ
+290.2%
-263.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.7% |
| 7D | +3.4% | +5.2% | -1.9% | +1.3% |
| 30D | +1.8% | -0.5% | +2.3% | +1.8% |
| 3M | +8.4% | -5.6% | +14.0% | +8.6% |
| 6M | +35.6% | +53.0% | -17.4% | +8.2% |
| YTD | +46.4% | +68.8% | -22.4% | +10.9% |
| 1Y | +46.3% | +105.7% | -59.4% | +0.2% |
| 3Y | +54.6% | +240.5% | -185.9% | -25.4% |
| 5Y | +39.4% | +266.8% | -227.4% | -40.1% |
| All | +26.7% | +290.2% | -263.5% | -45.8% |
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