+66.8%
BN vs SOXQ
+227.1%
-160.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.2% |
| 7D | -5.9% | +2.3% | -8.2% | -6.8% |
| 30D | -15.1% | -3.9% | -11.2% | -13.9% |
| 3M | -14.6% | -4.7% | -9.8% | -15.2% |
| 6M | -8.4% | +47.9% | -56.3% | -28.1% |
| YTD | -16.8% | +64.3% | -81.1% | -38.4% |
| 1Y | -14.4% | +95.7% | -110.1% | -42.4% |
| All | +66.8% | +227.1% | -160.3% | -27.6% |
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