+42.6%
BUD vs SOXQ
+227.1%
-184.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.3% |
| 7D | -3.2% | +2.3% | -5.5% | -3.3% |
| 30D | -3.7% | -3.9% | +0.2% | -3.5% |
| 3M | -4.4% | -4.7% | +0.3% | -4.7% |
| 6M | +7.7% | +47.9% | -40.2% | +4.0% |
| YTD | +23.1% | +64.3% | -41.3% | +18.0% |
| 1Y | +33.6% | +95.7% | -62.1% | +26.4% |
| All | +42.6% | +227.1% | -184.5% | +20.5% |
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