-10.6%
BITO vs SOXQ
+265.4%
-275.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.9% |
| 7D | -3.4% | +0.8% | -4.2% | -3.9% |
| 30D | +21.4% | -4.6% | +26.0% | +23.9% |
| 3M | +20.5% | -10.2% | +30.7% | +24.2% |
| 6M | +7.4% | +49.7% | -42.3% | -18.5% |
| YTD | -13.9% | +67.2% | -81.1% | -38.7% |
| 1Y | -35.1% | +98.0% | -133.1% | -58.0% |
| 3Y | +156.8% | +237.2% | -80.3% | +11.1% |
| All | -10.6% | +265.4% | -275.9% | -62.8% |
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