+60.4%
HCA vs SOXQ
+232.9%
-172.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.4% |
| 7D | +5.4% | +0.8% | +4.7% | +5.4% |
| 30D | +3.0% | -4.6% | +7.6% | +3.0% |
| 3M | +13.0% | -10.2% | +23.2% | +13.1% |
| 6M | -20.3% | +49.7% | -69.9% | -23.3% |
| YTD | -8.2% | +67.2% | -75.5% | -12.5% |
| 1Y | +6.7% | +98.0% | -91.3% | +0.3% |
| 3Y | +60.4% | +237.2% | -176.8% | +23.9% |
| All | +60.4% | +232.9% | -172.5% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling