+111.7%
BP vs SOXQ
+288.7%
-177.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.2% |
| 7D | +0.9% | +5.3% | -4.4% | +0.1% |
| 30D | +9.1% | -3.7% | +12.8% | +9.7% |
| 3M | +3.9% | -7.8% | +11.7% | +4.4% |
| 6M | +13.6% | +58.4% | -44.7% | +1.9% |
| YTD | +34.0% | +68.1% | -34.1% | +18.4% |
| 1Y | +39.2% | +105.4% | -66.2% | +17.2% |
| 3Y | +36.4% | +239.2% | -202.8% | -1.2% |
| 5Y | +135.8% | +266.9% | -131.1% | +59.6% |
| All | +111.7% | +288.7% | -177.0% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling