+21.8%
GEN vs SOXQ
+45.5%
-23.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +3.7% |
| 7D | +26.9% | -12.1% | +38.9% | +25.5% |
| 30D | +38.6% | -22.0% | +60.7% | +36.3% |
| 3M | +9.7% | -15.6% | +25.3% | +8.6% |
| 6M | +58.9% | -2.4% | +61.3% | +52.2% |
| YTD | +15.3% | +45.4% | -30.0% | +8.2% |
| 1Y | +21.8% | +47.7% | -25.9% | +14.6% |
| All | +21.8% | +45.5% | -23.7% | +14.6% |
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