+129.2%
HPE vs SOXQ
+111.3%
+17.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -7.8% | -6.5% |
| 7D | -0.6% | +2.3% | -2.9% | -2.1% |
| 30D | -2.3% | -2.3% | 0.0% | -1.1% |
| 3M | -2.9% | -13.8% | +10.9% | +4.5% |
| 6M | +143.6% | +48.6% | +95.0% | +91.4% |
| YTD | +118.5% | +66.0% | +52.5% | +59.8% |
| 1Y | +129.2% | +107.9% | +21.3% | +43.0% |
| All | +129.2% | +111.3% | +17.9% | +43.0% |
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