+116.4%
C vs SOXQ
+279.9%
-163.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.5% |
| 7D | +0.3% | +2.3% | -2.1% | -0.6% |
| 30D | +2.0% | -3.9% | +5.9% | +3.3% |
| 3M | +4.4% | -4.7% | +9.1% | +4.4% |
| 6M | +28.3% | +47.9% | -19.5% | +6.5% |
| YTD | +20.5% | +64.3% | -43.8% | -4.4% |
| 1Y | +45.5% | +95.7% | -50.2% | +7.0% |
| 3Y | +274.0% | +231.5% | +42.5% | +114.9% |
| 5Y | +136.1% | +255.0% | -118.9% | +23.8% |
| All | +116.4% | +279.9% | -163.5% | +12.1% |
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 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