+43.7%
F vs SOXQ
+269.0%
-225.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | -4.9% | +5.2% | -10.1% | -7.0% |
| 30D | -2.9% | -0.5% | -2.4% | -2.9% |
| 3M | -9.1% | -5.6% | -3.4% | -8.9% |
| 6M | +12.9% | +53.0% | -40.1% | -11.3% |
| YTD | +6.1% | +68.8% | -62.7% | -21.0% |
| 1Y | +22.5% | +105.7% | -83.2% | -18.1% |
| 3Y | +32.1% | +240.5% | -208.4% | -40.4% |
| 5Y | +43.7% | +266.8% | -223.0% | -39.4% |
| All | +43.7% | +269.0% | -225.2% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling