-25.7%
GIS vs SOXQ
+258.1%
-283.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.1% |
| 7D | -6.4% | +0.8% | -7.1% | -6.3% |
| 30D | -6.1% | -4.6% | -1.5% | -6.5% |
| 3M | +7.8% | -10.2% | +18.0% | +7.3% |
| 6M | -8.8% | +49.7% | -58.5% | -5.6% |
| YTD | -19.1% | +67.2% | -86.4% | -15.6% |
| 1Y | -24.8% | +98.0% | -122.8% | -20.7% |
| 3Y | -37.6% | +237.2% | -274.7% | -33.5% |
| All | -25.7% | +258.1% | -283.8% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling