+30.4%
GDDY vs SOXQ
+258.1%
-227.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.4% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | +6.8% | -4.6% | +11.4% | +7.7% |
| 3M | +30.5% | -10.2% | +40.6% | +31.4% |
| 6M | +13.3% | +49.7% | -36.3% | -5.5% |
| YTD | -21.0% | +67.2% | -88.2% | -37.4% |
| 1Y | -34.0% | +98.0% | -132.0% | -51.4% |
| 3Y | +33.1% | +237.2% | -204.1% | -27.5% |
| All | +30.4% | +258.1% | -227.7% | -34.4% |
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