+12.5%
BND vs SOXQ
+232.9%
-220.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -1.0% | +0.8% | -1.8% | -1.0% |
| 30D | -1.1% | -4.6% | +3.5% | -1.1% |
| 3M | -1.9% | -10.2% | +8.3% | -1.8% |
| 6M | -1.6% | +49.7% | -51.3% | -2.0% |
| YTD | -1.2% | +67.2% | -68.5% | -1.7% |
| 1Y | -0.7% | +98.0% | -98.7% | -1.4% |
| 3Y | +12.5% | +237.2% | -224.6% | +7.0% |
| All | +12.5% | +232.9% | -220.4% | +7.0% |
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