+117.5%
BP vs SOXQ
+286.7%
-169.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.2% |
| 7D | +5.2% | +0.8% | +4.5% | +5.1% |
| 30D | +8.7% | -4.6% | +13.3% | +9.4% |
| 3M | +9.3% | -10.2% | +19.5% | +10.4% |
| 6M | +13.6% | +49.7% | -36.1% | +3.1% |
| YTD | +37.7% | +67.2% | -29.6% | +21.7% |
| 1Y | +40.6% | +98.0% | -57.4% | +19.4% |
| 3Y | +40.3% | +237.2% | -196.8% | +1.8% |
| 5Y | +141.4% | +261.3% | -119.9% | +63.8% |
| All | +117.5% | +286.7% | -169.2% | +46.7% |
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