+13.0%
D vs SOXQ
+94.9%
-81.8%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | -0.2% |
| 7D | -1.6% | +2.3% | -3.9% | -1.5% |
| 30D | -3.5% | -3.9% | +0.4% | -3.7% |
| 3M | -1.6% | -4.7% | +3.1% | -1.5% |
| 6M | +5.8% | +47.9% | -42.1% | +9.1% |
| YTD | +14.5% | +64.3% | -49.8% | +19.6% |
| All | +13.0% | +94.9% | -81.8% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling