+50.1%
BG vs SOXQ
+111.3%
-61.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.5% | -1.2% |
| 7D | +2.8% | +2.3% | +0.4% | +2.7% |
| 30D | +12.0% | -2.3% | +14.3% | +12.1% |
| 3M | -7.7% | -13.8% | +6.1% | -7.2% |
| 6M | +4.5% | +48.6% | -44.1% | +0.9% |
| YTD | +35.7% | +66.0% | -30.3% | +30.1% |
| 1Y | +50.1% | +107.9% | -57.8% | +45.9% |
| All | +50.1% | +111.3% | -61.3% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling