+84.4%
GRMN vs SOXQ
+258.1%
-173.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.5% | +3.7% |
| 7D | +2.4% | +0.8% | +1.7% | +2.2% |
| 30D | -8.5% | -4.6% | -3.9% | -7.2% |
| 3M | +19.5% | -10.2% | +29.6% | +21.7% |
| 6M | +21.2% | +49.7% | -28.5% | +1.3% |
| YTD | +41.0% | +67.2% | -26.2% | +12.7% |
| 1Y | +19.6% | +98.0% | -78.4% | -10.8% |
| 3Y | +183.8% | +237.2% | -53.4% | +60.2% |
| All | +84.4% | +258.1% | -173.7% | -4.4% |
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