+116.5%
IAG vs SOXQ
+111.3%
+5.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -4.1% |
| 7D | -0.5% | +2.3% | -2.9% | -1.9% |
| 30D | +28.9% | -2.3% | +31.1% | +30.5% |
| 3M | +19.1% | -13.8% | +32.9% | +27.2% |
| 6M | -10.3% | +48.6% | -58.9% | -34.4% |
| YTD | +24.2% | +66.0% | -41.8% | -15.7% |
| 1Y | +116.5% | +107.9% | +8.6% | +19.4% |
| All | +116.5% | +111.3% | +5.2% | +19.4% |
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