+217.5%
GGLL vs SOXQ
+320.8%
-103.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.9% |
| 7D | +11.5% | +16.4% | -4.9% | +1.0% |
| 30D | -31.2% | -13.9% | -17.4% | -24.8% |
| 3M | -28.7% | -15.1% | -13.5% | -22.1% |
| 6M | -47.2% | -10.2% | -37.0% | -48.1% |
| YTD | -24.3% | +48.7% | -73.0% | -50.8% |
| 1Y | -12.0% | +48.9% | -60.9% | -42.8% |
| 3Y | +169.6% | +197.4% | -27.8% | -5.6% |
| All | +217.5% | +320.8% | -103.3% | -21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling