-8.6%
BN vs SOXQ
+111.3%
-119.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.6% | -1.0% |
| 7D | -2.5% | +2.3% | -4.8% | -3.0% |
| 30D | -9.5% | -2.3% | -7.2% | -9.2% |
| 3M | -10.4% | -13.8% | +3.4% | -8.4% |
| 6M | -6.4% | +48.6% | -55.0% | -24.3% |
| YTD | -11.9% | +66.0% | -77.9% | -32.0% |
| 1Y | -8.6% | +107.9% | -116.5% | -37.1% |
| All | -8.6% | +111.3% | -119.9% | -37.1% |
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