-7.8%
BRO vs SOXQ
+232.9%
-240.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | 0.0% |
| 7D | -7.3% | +0.8% | -8.1% | -7.2% |
| 30D | -6.9% | -4.6% | -2.3% | -7.2% |
| 3M | +10.7% | -10.2% | +20.8% | +10.3% |
| 6M | -2.7% | +49.7% | -52.4% | -3.0% |
| YTD | -16.3% | +67.2% | -83.6% | -17.0% |
| 1Y | -29.1% | +98.0% | -127.1% | -30.6% |
| 3Y | -7.8% | +237.2% | -245.0% | -18.9% |
| All | -7.8% | +232.9% | -240.7% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling