+19.6%
GRMN vs SOXQ
+98.3%
-78.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.5% | +4.0% |
| 7D | +2.4% | +0.8% | +1.7% | +2.3% |
| 30D | -8.5% | -4.6% | -3.9% | -7.9% |
| 3M | +19.5% | -10.2% | +29.6% | +21.4% |
| 6M | +21.2% | +49.7% | -28.5% | +2.6% |
| YTD | +41.0% | +67.2% | -26.2% | +15.4% |
| 1Y | +19.6% | +98.0% | -78.4% | -9.2% |
| All | +19.6% | +98.3% | -78.8% | -9.2% |
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