+50.3%
BN vs SOXQ
+286.7%
-236.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.4% |
| 7D | -5.2% | +0.8% | -5.9% | -5.6% |
| 30D | -14.5% | -4.6% | -9.9% | -12.8% |
| 3M | -15.0% | -10.2% | -4.8% | -12.8% |
| 6M | -5.4% | +49.7% | -55.1% | -27.3% |
| YTD | -16.4% | +67.2% | -83.7% | -39.8% |
| 1Y | -16.2% | +98.0% | -114.3% | -45.4% |
| 3Y | +67.5% | +237.2% | -169.6% | -23.3% |
| 5Y | +34.1% | +261.3% | -227.2% | -43.8% |
| All | +50.3% | +286.7% | -236.4% | -37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling