-20.3%
BROS vs SOXQ
+45.5%
-65.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.1% | +1.5% |
| 7D | +2.5% | -12.1% | +14.6% | +4.9% |
| 30D | +15.1% | -22.0% | +37.1% | +20.5% |
| 3M | -31.4% | -15.6% | -15.8% | -29.4% |
| 6M | -22.6% | -2.4% | -20.2% | -29.8% |
| YTD | -28.1% | +45.4% | -73.5% | -46.2% |
| 1Y | -20.3% | +47.7% | -67.9% | -41.1% |
| All | -20.3% | +45.5% | -65.7% | -41.1% |
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