-54.8%
GTLB vs SOXQ
+278.2%
-333.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -1.9% |
| 7D | -5.7% | +0.8% | -6.5% | -6.4% |
| 30D | +15.1% | -4.6% | +19.7% | +18.3% |
| 3M | +65.5% | -10.2% | +75.6% | +69.0% |
| 6M | +102.9% | +49.7% | +53.2% | +27.0% |
| YTD | +25.2% | +67.2% | -42.0% | -30.6% |
| 1Y | -5.5% | +98.0% | -103.5% | -56.3% |
| 3Y | -10.9% | +237.2% | -248.0% | -79.8% |
| All | -54.8% | +278.2% | -333.0% | -90.2% |
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 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