+7.6%
GAP vs SOXQ
+258.1%
-250.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.0% |
| 7D | -4.1% | +0.8% | -4.9% | -4.5% |
| 30D | +6.2% | -4.6% | +10.8% | +8.2% |
| 3M | -0.7% | -10.2% | +9.5% | +1.2% |
| 6M | -7.1% | +49.7% | -56.8% | -32.0% |
| YTD | -14.1% | +67.2% | -81.3% | -41.6% |
| 1Y | -8.5% | +98.0% | -106.5% | -44.6% |
| 3Y | +115.4% | +237.2% | -121.8% | -14.8% |
| All | +7.6% | +258.1% | -250.5% | -60.8% |
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