+69.2%
HAL vs SOXQ
+288.7%
-219.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.1% |
| 7D | +0.5% | +5.3% | -4.8% | -1.0% |
| 30D | +15.9% | -3.7% | +19.6% | +16.9% |
| 3M | -8.7% | -7.8% | -0.9% | -8.0% |
| 6M | +9.0% | +58.4% | -49.3% | -9.1% |
| YTD | +32.0% | +68.1% | -36.1% | +7.4% |
| 1Y | +72.5% | +105.4% | -32.9% | +29.9% |
| 3Y | -4.5% | +239.2% | -243.8% | -41.9% |
| 5Y | +109.7% | +266.9% | -157.2% | +16.8% |
| All | +69.2% | +288.7% | -219.5% | -5.9% |
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 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