+113.2%
GD vs SOXQ
+231.9%
-118.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.5% |
| 7D | +2.7% | +8.2% | -5.5% | +1.8% |
| 30D | +8.6% | -13.2% | +21.8% | +9.9% |
| 3M | -7.1% | -18.5% | +11.5% | -5.4% |
| 6M | +7.5% | -15.4% | +22.9% | +7.7% |
| YTD | +9.9% | +43.6% | -33.7% | +1.6% |
| 1Y | +7.6% | +49.2% | -41.7% | -1.2% |
| 3Y | +56.2% | +190.2% | -134.0% | +26.5% |
| 5Y | +100.6% | +178.2% | -77.6% | +56.1% |
| All | +113.2% | +231.9% | -118.8% | +65.2% |
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