+12.6%
GTLB vs SOXQ
+45.5%
-32.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | -0.2% |
| 7D | -9.7% | -12.1% | +2.4% | -10.4% |
| 30D | +1.7% | -22.0% | +23.7% | -0.3% |
| 3M | +43.6% | -15.6% | +59.1% | +41.8% |
| 6M | +113.0% | -2.4% | +115.3% | +108.5% |
| YTD | +39.5% | +45.4% | -5.8% | +31.8% |
| 1Y | +12.6% | +47.7% | -35.1% | +6.7% |
| All | +12.6% | +45.5% | -32.8% | +6.7% |
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