+61.4%
BX vs SOXQ
+286.7%
-225.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.5% |
| 7D | -5.6% | +0.8% | -6.4% | -6.0% |
| 30D | -12.2% | -4.6% | -7.7% | -10.2% |
| 3M | +7.4% | -10.2% | +17.6% | +10.4% |
| 6M | +22.2% | +49.7% | -27.5% | -11.8% |
| YTD | -14.0% | +67.2% | -81.3% | -42.5% |
| 1Y | -27.3% | +98.0% | -125.3% | -57.4% |
| 3Y | +24.5% | +237.2% | -212.6% | -54.8% |
| 5Y | +18.9% | +261.3% | -242.4% | -59.9% |
| All | +61.4% | +286.7% | -225.3% | -46.7% |
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