-43.7%
GPN vs SOXQ
+258.1%
-301.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.6% |
| 7D | -4.3% | +0.8% | -5.1% | -4.6% |
| 30D | 0.0% | -4.6% | +4.6% | +1.3% |
| 3M | +35.8% | -10.2% | +46.0% | +37.8% |
| 6M | +22.0% | +49.7% | -27.7% | -0.2% |
| YTD | +15.2% | +67.2% | -52.0% | -10.5% |
| 1Y | +3.5% | +98.0% | -94.5% | -25.9% |
| 3Y | -26.9% | +237.2% | -264.1% | -61.9% |
| All | -43.7% | +258.1% | -301.8% | -74.0% |
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