+26.2%
GEN vs SOXQ
+258.1%
-231.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.6% |
| 7D | -1.3% | +0.8% | -2.0% | -1.5% |
| 30D | +6.1% | -4.6% | +10.7% | +7.0% |
| 3M | +27.0% | -10.2% | +37.1% | +28.2% |
| 6M | +43.9% | +49.7% | -5.8% | +25.2% |
| YTD | +13.0% | +67.2% | -54.3% | -5.0% |
| 1Y | +4.0% | +98.0% | -94.0% | -17.3% |
| 3Y | +66.2% | +237.2% | -171.0% | +8.0% |
| All | +26.2% | +258.1% | -231.9% | -21.6% |
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 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