+2.8%
GLD vs SOXQ
+45.5%
-42.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.8% | +4.3% |
| 7D | -0.3% | -12.1% | +11.8% | +2.5% |
| 30D | -1.9% | -22.0% | +20.2% | +3.3% |
| 3M | -0.4% | -15.6% | +15.1% | +2.9% |
| 6M | -10.2% | -2.4% | -7.8% | -12.6% |
| YTD | -6.0% | +45.4% | -51.4% | -16.8% |
| 1Y | +2.8% | +47.7% | -44.9% | -9.5% |
| All | +2.8% | +45.5% | -42.6% | -9.5% |
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