+49.8%
HBM vs SOXQ
+45.5%
+4.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.1% | +6.8% | +6.1% |
| 7D | -5.8% | -12.1% | +6.2% | +4.1% |
| 30D | -18.5% | -22.0% | +3.6% | -0.9% |
| 3M | -10.3% | -15.6% | +5.3% | +2.1% |
| 6M | +2.1% | -2.4% | +4.5% | +1.2% |
| YTD | +12.0% | +45.4% | -33.3% | -19.8% |
| 1Y | +49.8% | +47.7% | +2.1% | +4.3% |
| All | +49.8% | +45.5% | +4.3% | +4.3% |
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