+138.4%
HLT vs SOXQ
+258.1%
-119.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.6% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -5.0% | -4.6% | -0.5% | -3.8% |
| 3M | -10.4% | -10.2% | -0.2% | -8.7% |
| 6M | +3.2% | +49.7% | -46.4% | -14.7% |
| YTD | +6.7% | +67.2% | -60.5% | -16.0% |
| 1Y | +10.3% | +98.0% | -87.7% | -19.9% |
| 3Y | +99.3% | +237.2% | -137.8% | +7.1% |
| All | +138.4% | +258.1% | -119.7% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling