+13.9%
BR vs SOXQ
+290.2%
-276.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -5.0% | +5.2% | -10.3% | -5.7% |
| 30D | -2.5% | -0.5% | -1.9% | -2.5% |
| 3M | +13.5% | -5.6% | +19.1% | +13.2% |
| 6M | -9.4% | +53.0% | -62.4% | -19.2% |
| YTD | -23.3% | +68.8% | -92.1% | -33.6% |
| 1Y | -31.6% | +105.7% | -137.3% | -44.2% |
| 3Y | -5.1% | +240.5% | -245.5% | -37.4% |
| 5Y | +8.2% | +266.8% | -258.6% | -33.7% |
| All | +13.9% | +290.2% | -276.3% | -30.4% |
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