-54.5%
GTLB vs SOXQ
+271.6%
-326.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +3.9% |
| 7D | -4.1% | +2.3% | -6.4% | -5.8% |
| 30D | +12.3% | -3.9% | +16.2% | +14.7% |
| 3M | +65.9% | -4.7% | +70.6% | +60.8% |
| 6M | +104.0% | +47.9% | +56.1% | +28.7% |
| YTD | +26.0% | +64.3% | -38.3% | -29.3% |
| 1Y | -3.5% | +95.7% | -99.2% | -55.1% |
| 3Y | -9.6% | +231.5% | -241.2% | -79.3% |
| All | -54.5% | +271.6% | -326.1% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling