+371.6%
GH vs SOXQ
+232.9%
+138.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.7% |
| 7D | -2.5% | +0.8% | -3.3% | -2.8% |
| 30D | -4.7% | -4.6% | -0.1% | -3.0% |
| 3M | +20.2% | -10.2% | +30.4% | +22.8% |
| 6M | +78.8% | +49.7% | +29.1% | +41.9% |
| YTD | +54.1% | +67.2% | -13.2% | +15.4% |
| 1Y | +177.1% | +98.0% | +79.1% | +87.7% |
| 3Y | +371.6% | +237.2% | +134.5% | +108.5% |
| All | +371.6% | +232.9% | +138.7% | +108.5% |
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