+19.4%
BIL vs SOXQ
+251.9%
-232.4%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | 0.0% |
| 7D | +0.1% | +2.3% | -2.3% | +0.1% |
| 30D | +0.3% | -3.9% | +4.2% | +0.3% |
| 3M | +0.9% | -4.7% | +5.6% | +0.9% |
| 6M | +1.8% | +47.9% | -46.1% | +1.8% |
| YTD | +2.5% | +64.3% | -61.9% | +2.5% |
| 1Y | +3.7% | +95.7% | -92.0% | +3.7% |
| 3Y | +14.1% | +231.5% | -217.4% | +14.1% |
| All | +19.4% | +251.9% | -232.4% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling