-43.3%
DOW vs SOXQ
+286.7%
-329.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -2.5% |
| 7D | -1.4% | +0.8% | -2.2% | -1.6% |
| 30D | -3.9% | -4.6% | +0.6% | -2.9% |
| 3M | -12.7% | -10.2% | -2.5% | -11.4% |
| 6M | -13.7% | +49.7% | -63.4% | -27.8% |
| YTD | +28.4% | +67.2% | -38.9% | +2.4% |
| 1Y | +21.8% | +98.0% | -76.3% | -9.1% |
| 3Y | -35.7% | +237.2% | -272.9% | -62.0% |
| 5Y | -36.8% | +261.3% | -298.1% | -66.4% |
| All | -43.3% | +286.7% | -329.9% | -70.4% |
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