+8.0%
HCA vs SOXQ
+29.4%
-21.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.1% | +11.5% | -2.0% |
| 7D | +6.1% | -21.6% | +27.8% | +3.5% |
| 30D | +17.4% | -31.7% | +49.1% | +12.9% |
| 3M | +24.1% | -24.8% | +48.9% | +20.7% |
| 6M | +18.8% | -17.7% | +36.5% | +13.7% |
| YTD | +9.3% | +27.7% | -18.4% | +1.9% |
| 1Y | +8.0% | +26.0% | -18.0% | +0.4% |
| All | +8.0% | +29.4% | -21.4% | +0.4% |
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