+0.2%
BSX vs SOXQ
+286.7%
-286.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.6% |
| 7D | -10.1% | +0.8% | -10.8% | -10.2% |
| 30D | -16.4% | -4.6% | -11.8% | -15.8% |
| 3M | -8.9% | -10.2% | +1.3% | -8.1% |
| 6M | -38.3% | +49.7% | -87.9% | -44.9% |
| YTD | -54.9% | +67.2% | -122.2% | -60.8% |
| 1Y | -58.8% | +98.0% | -156.8% | -65.8% |
| 3Y | -21.2% | +237.2% | -258.4% | -45.0% |
| 5Y | -3.3% | +261.3% | -264.6% | -35.9% |
| All | +0.2% | +286.7% | -286.5% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling