+42.1%
DD vs SOXQ
+232.9%
-190.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.9% |
| 7D | -3.5% | +0.8% | -4.3% | -3.8% |
| 30D | -11.7% | -4.6% | -7.1% | -10.3% |
| 3M | -9.2% | -10.2% | +0.9% | -7.2% |
| 6M | -7.2% | +49.7% | -56.9% | -22.7% |
| YTD | +6.6% | +67.2% | -60.6% | -15.2% |
| 1Y | +32.0% | +98.0% | -66.0% | -2.3% |
| 3Y | +42.1% | +237.2% | -195.0% | -12.7% |
| All | +42.1% | +232.9% | -190.8% | -12.7% |
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 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