+5.1%
D vs SOXQ
+286.7%
-281.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.8% | -1.1% |
| 7D | -2.2% | +0.8% | -3.0% | -2.3% |
| 30D | -4.5% | -4.6% | +0.1% | -4.4% |
| 3M | -2.5% | -10.2% | +7.6% | -2.5% |
| 6M | +5.5% | +49.7% | -44.1% | +4.7% |
| YTD | +13.3% | +67.2% | -54.0% | +12.2% |
| 1Y | +11.8% | +98.0% | -86.2% | +10.2% |
| 3Y | +56.7% | +237.2% | -180.4% | +47.2% |
| 5Y | +4.3% | +261.3% | -257.0% | -5.2% |
| All | +5.1% | +286.7% | -281.6% | -4.4% |
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