-31.4%
HDB vs SOXQ
+227.1%
-258.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.8% |
| 7D | -6.2% | +2.3% | -8.5% | -6.4% |
| 30D | -6.2% | -3.9% | -2.3% | -5.9% |
| 3M | -5.9% | -4.7% | -1.1% | -6.0% |
| 6M | -25.9% | +47.9% | -73.8% | -30.3% |
| YTD | -40.2% | +64.3% | -104.6% | -44.4% |
| 1Y | -38.0% | +95.7% | -133.7% | -43.7% |
| All | -31.4% | +227.1% | -258.5% | -45.1% |
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