+35.7%
HST vs SOXQ
+111.3%
-75.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | -0.1% |
| 7D | -1.0% | +2.3% | -3.4% | -1.3% |
| 30D | -12.3% | -2.3% | -10.0% | -12.1% |
| 3M | -6.4% | -13.8% | +7.4% | -4.9% |
| 6M | +15.0% | +48.6% | -33.6% | +4.9% |
| YTD | +30.5% | +66.0% | -35.5% | +17.4% |
| 1Y | +35.7% | +107.9% | -72.2% | +18.4% |
| All | +35.7% | +111.3% | -75.7% | +18.4% |
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