-5.3%
BRO vs SOXQ
+45.5%
-50.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.1% | +7.6% | +3.3% |
| 7D | +12.4% | -12.1% | +24.5% | +7.4% |
| 30D | +21.6% | -22.0% | +43.6% | +12.0% |
| 3M | +4.3% | -15.6% | +19.9% | -0.6% |
| 6M | +29.2% | -2.4% | +31.6% | +29.4% |
| YTD | -6.4% | +45.4% | -51.7% | +3.2% |
| 1Y | -5.3% | +47.7% | -53.0% | +4.3% |
| All | -5.3% | +45.5% | -50.8% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling