+151.2%
GGLL vs SOXQ
+184.8%
-33.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +5.1% | -5.7% | +10.8% | +8.0% |
| 30D | -35.5% | -20.5% | -15.0% | -26.7% |
| 3M | -39.2% | -16.6% | -22.5% | -33.5% |
| 6M | -54.4% | -15.0% | -39.4% | -53.7% |
| YTD | -29.8% | +41.5% | -71.3% | -52.1% |
| 1Y | -20.4% | +40.2% | -60.6% | -45.4% |
| All | +151.2% | +184.8% | -33.5% | +5.2% |
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