+96.9%
GLD vs SOXQ
+189.0%
-92.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.6% | +0.6% |
| 7D | -4.6% | +8.2% | -12.8% | -5.5% |
| 30D | -5.5% | -13.2% | +7.7% | -4.1% |
| 3M | -10.9% | -18.5% | +7.6% | -9.0% |
| 6M | -17.4% | -15.4% | -2.0% | -16.4% |
| YTD | -10.3% | +43.6% | -53.9% | -13.4% |
| 1Y | -7.2% | +49.2% | -56.4% | -10.6% |
| 3Y | +96.9% | +190.2% | -93.3% | +82.6% |
| All | +96.9% | +189.0% | -92.0% | +82.6% |
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