+0.5%
HON vs SOXQ
+111.3%
-110.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +0.5% |
| 7D | -3.6% | +2.3% | -5.9% | -3.9% |
| 30D | -15.3% | -2.3% | -13.0% | -15.0% |
| 3M | -7.9% | -13.8% | +5.9% | -6.8% |
| 6M | -18.1% | +48.6% | -66.7% | -23.9% |
| YTD | +3.8% | +66.0% | -62.2% | -4.8% |
| 1Y | +0.5% | +107.9% | -107.4% | -6.9% |
| All | +0.5% | +111.3% | -110.8% | -6.9% |
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 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