+256.9%
BNY vs SOXQ
+258.1%
-1.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.4% |
| 7D | -1.3% | +0.8% | -2.1% | -1.6% |
| 30D | -0.2% | -4.6% | +4.4% | +1.0% |
| 3M | +14.9% | -10.2% | +25.1% | +16.9% |
| 6M | +40.0% | +49.7% | -9.7% | +20.0% |
| YTD | +42.0% | +67.2% | -25.3% | +17.2% |
| 1Y | +56.9% | +98.0% | -41.2% | +21.9% |
| 3Y | +289.9% | +237.2% | +52.7% | +137.8% |
| All | +256.9% | +258.1% | -1.2% | +99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling