+13.6%
BR vs SOXQ
+286.7%
-273.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.6% |
| 7D | -3.0% | +0.8% | -3.7% | -3.1% |
| 30D | -0.3% | -4.6% | +4.3% | +0.3% |
| 3M | +17.3% | -10.2% | +27.5% | +18.1% |
| 6M | -6.7% | +49.7% | -56.4% | -16.5% |
| YTD | -23.4% | +67.2% | -90.7% | -33.7% |
| 1Y | -32.7% | +98.0% | -130.7% | -44.6% |
| 3Y | -5.9% | +237.2% | -243.1% | -37.8% |
| 5Y | +8.4% | +261.3% | -252.9% | -33.4% |
| All | +13.6% | +286.7% | -273.0% | -30.5% |
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