+64.6%
GEN vs SOXQ
+227.1%
-162.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.1% |
| 7D | -4.3% | +2.3% | -6.7% | -4.7% |
| 30D | +3.8% | -3.9% | +7.7% | +4.3% |
| 3M | +22.3% | -4.7% | +27.0% | +21.1% |
| 6M | +39.0% | +47.9% | -8.9% | +22.3% |
| YTD | +11.9% | +64.3% | -52.4% | -4.5% |
| 1Y | +4.5% | +95.7% | -91.2% | -15.8% |
| All | +64.6% | +227.1% | -162.5% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling