+65.7%
HST vs SOXQ
+227.1%
-161.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.1% |
| 7D | +0.7% | +2.3% | -1.6% | 0.0% |
| 30D | -0.7% | -3.9% | +3.2% | +0.2% |
| 3M | -4.0% | -4.7% | +0.7% | -4.2% |
| 6M | +20.7% | +47.9% | -27.2% | +3.0% |
| YTD | +31.0% | +64.3% | -33.3% | +7.5% |
| 1Y | +36.2% | +95.7% | -59.5% | +4.0% |
| All | +65.7% | +227.1% | -161.4% | -4.8% |
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