+34.6%
GH vs SOXQ
+290.2%
-255.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | -0.2% | +5.2% | -5.4% | -3.3% |
| 30D | -2.6% | -0.5% | -2.1% | -2.6% |
| 3M | +25.1% | -5.6% | +30.7% | +24.6% |
| 6M | +78.5% | +53.0% | +25.5% | +24.9% |
| YTD | +59.4% | +68.8% | -9.4% | +3.2% |
| 1Y | +173.9% | +105.7% | +68.1% | +49.9% |
| 3Y | +382.7% | +240.5% | +142.3% | +56.4% |
| 5Y | +24.4% | +266.8% | -242.4% | -63.4% |
| All | +34.6% | +290.2% | -255.6% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling