+632.4%
GEV vs SOXQ
+144.1%
+488.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +2.3% |
| 7D | +1.6% | +0.8% | +0.9% | +1.1% |
| 30D | -7.9% | -4.6% | -3.4% | -4.6% |
| 3M | +5.6% | -10.2% | +15.8% | +13.7% |
| 6M | +13.1% | +49.7% | -36.6% | -20.8% |
| YTD | +46.7% | +67.2% | -20.5% | -6.5% |
| 1Y | +51.3% | +98.0% | -46.7% | -15.9% |
| All | +632.4% | +144.1% | +488.4% | +245.3% |
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