+20.5%
BMY vs SOXQ
+232.9%
-212.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.1% |
| 7D | -4.8% | +0.8% | -5.5% | -4.7% |
| 30D | -0.1% | -4.6% | +4.5% | -0.2% |
| 3M | +13.1% | -10.2% | +23.3% | +12.8% |
| 6M | +8.4% | +49.7% | -41.3% | +7.1% |
| YTD | +22.0% | +67.2% | -45.3% | +20.3% |
| 1Y | +40.3% | +98.0% | -57.7% | +38.2% |
| 3Y | +20.5% | +237.2% | -216.6% | +11.6% |
| All | +20.5% | +232.9% | -212.4% | +11.6% |
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