+29.6%
IBB vs SOXQ
+288.7%
-259.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.5% |
| 7D | -1.7% | +5.3% | -6.9% | -3.1% |
| 30D | +4.9% | -3.7% | +8.6% | +5.8% |
| 3M | +24.2% | -7.8% | +32.0% | +25.3% |
| 6M | +23.8% | +58.4% | -34.5% | +3.6% |
| YTD | +23.0% | +68.1% | -45.2% | +0.5% |
| 1Y | +46.2% | +105.4% | -59.2% | +11.1% |
| 3Y | +64.8% | +239.2% | -174.4% | -0.7% |
| 5Y | +20.9% | +266.9% | -246.0% | -31.6% |
| All | +29.6% | +288.7% | -259.1% | -27.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling