+18.5%
IBB vs SOXQ
+251.3%
-232.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.6% |
| 7D | -5.2% | +2.3% | -7.5% | -5.9% |
| 30D | +1.5% | -3.9% | +5.4% | +2.4% |
| 3M | +22.1% | -4.7% | +26.9% | +21.8% |
| 6M | +17.7% | +47.9% | -30.2% | +0.5% |
| YTD | +20.2% | +64.3% | -44.2% | -1.2% |
| 1Y | +44.4% | +95.7% | -51.3% | +11.3% |
| 3Y | +61.1% | +231.5% | -170.4% | -2.6% |
| 5Y | +18.5% | +255.0% | -236.4% | -33.6% |
| All | +18.5% | +251.3% | -232.8% | -33.6% |
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