+242.7%
GGLL vs SOXQ
+237.4%
+5.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.9% |
| 7D | +1.9% | +5.3% | -3.4% | -1.4% |
| 30D | -9.7% | -3.7% | -6.0% | -8.2% |
| 3M | -18.0% | -7.8% | -10.2% | -16.8% |
| 6M | +15.3% | +58.4% | -43.1% | -24.7% |
| YTD | +2.2% | +68.1% | -65.9% | -37.1% |
| 1Y | +73.1% | +105.4% | -32.3% | -8.5% |
| 3Y | +242.7% | +239.2% | +3.5% | +9.0% |
| All | +242.7% | +237.4% | +5.3% | +9.0% |
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