+52.3%
HAS vs SOXQ
+231.9%
-179.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | +0.2% |
| 7D | +1.4% | +8.2% | -6.8% | -0.9% |
| 30D | +26.3% | -13.2% | +39.4% | +30.5% |
| 3M | +25.6% | -18.5% | +44.1% | +31.6% |
| 6M | +30.3% | -15.4% | +45.7% | +31.9% |
| YTD | +50.4% | +43.6% | +6.8% | +25.0% |
| 1Y | +57.7% | +49.2% | +8.5% | +29.0% |
| 3Y | +213.4% | +190.2% | +23.2% | +88.5% |
| 5Y | +49.1% | +178.2% | -129.1% | -14.8% |
| All | +52.3% | +231.9% | -179.6% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling