+44.6%
GFS vs SOXQ
+96.6%
-52.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | +2.5% |
| 7D | +3.2% | +2.3% | +0.9% | +0.9% |
| 30D | -9.6% | -3.9% | -5.7% | -6.2% |
| 3M | -38.5% | -4.7% | -33.8% | -35.2% |
| 6M | -1.3% | +47.9% | -49.2% | -28.0% |
| YTD | +31.8% | +64.3% | -32.5% | -10.2% |
| 1Y | +44.6% | +95.7% | -51.2% | -11.4% |
| All | +44.6% | +96.6% | -52.1% | -11.4% |
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