-17.4%
GIS vs SOXQ
+45.5%
-62.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +4.2% |
| 7D | +8.5% | -12.1% | +20.6% | +4.6% |
| 30D | +15.3% | -22.0% | +37.4% | +8.3% |
| 3M | +0.9% | -15.6% | +16.5% | -2.8% |
| 6M | +7.9% | -2.4% | +10.3% | +7.9% |
| YTD | -17.6% | +45.4% | -63.0% | -8.5% |
| 1Y | -17.4% | +47.7% | -65.0% | -7.5% |
| All | -17.4% | +45.5% | -62.8% | -7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling