+386.2%
GE vs SOXQ
+286.7%
+99.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.8% |
| 7D | -4.0% | +0.8% | -4.8% | -4.3% |
| 30D | -11.4% | -4.6% | -6.8% | -10.0% |
| 3M | -2.6% | -10.2% | +7.5% | -0.3% |
| 6M | -0.3% | +49.7% | -50.0% | -18.9% |
| YTD | +5.4% | +67.2% | -61.9% | -18.5% |
| 1Y | +15.5% | +98.0% | -82.5% | -17.3% |
| 3Y | +260.8% | +237.2% | +23.6% | +96.9% |
| 5Y | +421.6% | +261.3% | +160.4% | +165.4% |
| All | +386.2% | +286.7% | +99.5% | +150.1% |
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