+808.5%
IAG vs SOXQ
+232.9%
+575.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.1% |
| 7D | -1.1% | +0.8% | -1.8% | -1.4% |
| 30D | +12.1% | -4.6% | +16.7% | +14.1% |
| 3M | +25.5% | -10.2% | +35.7% | +29.4% |
| 6M | -7.1% | +49.7% | -56.8% | -20.6% |
| YTD | +22.9% | +67.2% | -44.4% | +1.4% |
| 1Y | +83.3% | +98.0% | -14.7% | +44.0% |
| 3Y | +808.5% | +237.2% | +571.4% | +528.9% |
| All | +808.5% | +232.9% | +575.6% | +528.9% |
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