+289.4%
HPE vs SOXQ
+232.9%
+56.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.8% | +10.7% | +11.3% |
| 7D | +19.4% | +0.8% | +18.6% | +19.1% |
| 30D | +5.6% | -4.6% | +10.2% | +8.9% |
| 3M | +33.1% | -10.2% | +43.2% | +40.6% |
| 6M | +192.5% | +49.7% | +142.8% | +122.5% |
| YTD | +160.9% | +67.2% | +93.7% | +83.4% |
| 1Y | +155.0% | +98.0% | +57.0% | +59.4% |
| 3Y | +289.4% | +237.2% | +52.2% | +67.2% |
| All | +289.4% | +232.9% | +56.5% | +67.2% |
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