+24.7%
F vs SOXQ
+286.7%
-262.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | -0.1% |
| 7D | -4.4% | +0.8% | -5.2% | -4.8% |
| 30D | +1.0% | -4.6% | +5.6% | +2.8% |
| 3M | -4.0% | -10.2% | +6.2% | -1.5% |
| 6M | +18.1% | +49.7% | -31.6% | -6.2% |
| YTD | +10.2% | +67.2% | -57.1% | -17.4% |
| 1Y | +24.3% | +98.0% | -73.7% | -15.1% |
| 3Y | +38.1% | +237.2% | -199.1% | -36.7% |
| 5Y | +50.2% | +261.3% | -211.1% | -35.7% |
| All | +24.7% | +286.7% | -262.0% | -47.0% |
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