+63.9%
HAL vs SOXQ
+98.3%
-34.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | -3.3% | +0.8% | -4.1% | -3.4% |
| 30D | +8.2% | -4.6% | +12.7% | +8.5% |
| 3M | -9.4% | -10.2% | +0.7% | -8.9% |
| 6M | +0.6% | +49.7% | -49.0% | -4.9% |
| YTD | +28.6% | +67.2% | -38.7% | +18.3% |
| 1Y | +63.9% | +98.0% | -34.1% | +55.1% |
| All | +63.9% | +98.3% | -34.4% | +55.1% |
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