+273.3%
HBM vs SOXQ
+286.7%
-13.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.7% |
| 7D | -3.3% | +0.8% | -4.1% | -3.7% |
| 30D | -4.8% | -4.6% | -0.2% | -1.8% |
| 3M | -0.4% | -10.2% | +9.7% | +5.9% |
| 6M | +17.9% | +49.7% | -31.8% | -10.2% |
| YTD | +33.7% | +67.2% | -33.5% | -5.4% |
| 1Y | +95.6% | +98.0% | -2.4% | +23.9% |
| 3Y | +458.1% | +237.2% | +221.0% | +138.5% |
| 5Y | +329.0% | +261.3% | +67.7% | +60.9% |
| All | +273.3% | +286.7% | -13.3% | +37.2% |
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