-10.9%
GTLB vs SOXQ
+232.9%
-243.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -1.3% |
| 7D | -5.7% | +0.8% | -6.5% | -6.0% |
| 30D | +15.1% | -4.6% | +19.7% | +16.9% |
| 3M | +65.5% | -10.2% | +75.6% | +67.9% |
| 6M | +102.9% | +49.7% | +53.2% | +51.7% |
| YTD | +25.2% | +67.2% | -42.0% | -13.7% |
| 1Y | -5.5% | +98.0% | -103.5% | -42.3% |
| 3Y | -10.9% | +237.2% | -248.0% | -68.9% |
| All | -10.9% | +232.9% | -243.8% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling