+5.5%
GD vs SOXQ
+40.9%
-35.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +7.0% | -4.8% | +2.3% |
| 7D | -3.0% | -2.9% | -0.2% | -3.1% |
| 30D | +9.3% | -20.1% | +29.4% | +8.8% |
| 3M | -7.2% | -18.6% | +11.4% | -7.6% |
| 6M | +5.5% | -14.6% | +20.1% | +3.1% |
| YTD | +9.5% | +42.1% | -32.6% | -0.7% |
| All | +5.5% | +40.9% | -35.4% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling