+754.9%
IAG vs SOXQ
+251.9%
+503.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.2% |
| 7D | -4.1% | +2.3% | -6.4% | -4.9% |
| 30D | +10.6% | -3.9% | +14.5% | +12.1% |
| 3M | +35.4% | -4.7% | +40.1% | +36.5% |
| 6M | -9.5% | +47.9% | -57.4% | -21.3% |
| YTD | +21.8% | +64.3% | -42.5% | +2.6% |
| 1Y | +84.1% | +95.7% | -11.6% | +47.2% |
| 3Y | +817.4% | +231.5% | +585.8% | +511.0% |
| All | +754.9% | +251.9% | +503.0% | +407.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling