+16.1%
GEN vs SOXQ
+290.2%
-274.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -2.9% | +5.2% | -8.1% | -4.0% |
| 30D | +2.1% | -0.5% | +2.6% | +2.0% |
| 3M | +19.7% | -5.6% | +25.3% | +19.2% |
| 6M | +33.3% | +53.0% | -19.8% | +15.4% |
| YTD | +11.1% | +68.8% | -57.7% | -6.6% |
| 1Y | +3.0% | +105.7% | -102.7% | -18.9% |
| 3Y | +57.9% | +240.5% | -182.6% | +2.7% |
| 5Y | +20.6% | +266.8% | -246.2% | -25.3% |
| All | +16.1% | +290.2% | -274.1% | -29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling