+15.7%
GS vs SOXQ
+50.8%
-35.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.2% |
| 7D | +5.1% | +16.4% | -11.3% | -1.0% |
| 30D | +2.4% | -13.9% | +16.3% | +7.9% |
| 3M | -11.5% | -15.1% | +3.7% | -6.5% |
| 6M | -2.5% | -10.2% | +7.7% | -3.0% |
| YTD | +5.5% | +48.7% | -43.3% | -20.7% |
| All | +15.7% | +50.8% | -35.1% | -14.7% |
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