-34.8%
BROS vs SOXQ
+111.3%
-146.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.6% | 0.0% |
| 7D | -6.7% | +2.3% | -9.0% | -7.2% |
| 30D | -29.1% | -2.3% | -26.8% | -28.7% |
| 3M | -16.7% | -13.8% | -2.9% | -15.0% |
| 6M | -11.6% | +48.6% | -60.2% | -30.5% |
| YTD | -23.9% | +66.0% | -89.9% | -42.1% |
| 1Y | -34.8% | +107.9% | -142.7% | -50.1% |
| All | -34.8% | +111.3% | -146.1% | -50.1% |
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