+2.1%
HD vs SOXQ
+235.9%
-233.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -1.8% | +5.2% | -7.1% | -2.5% |
| 30D | -10.8% | -0.5% | -10.3% | -10.9% |
| 3M | -2.7% | -5.6% | +3.0% | -2.6% |
| 6M | -10.3% | +53.0% | -63.3% | -18.6% |
| YTD | -7.8% | +68.8% | -76.6% | -18.1% |
| 1Y | -23.1% | +105.7% | -128.9% | -34.9% |
| All | +2.1% | +235.9% | -233.8% | -31.1% |
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