+32.8%
IBB vs SOXQ
+231.9%
-199.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.0% | +0.5% |
| 7D | -0.5% | +8.2% | -8.7% | -2.8% |
| 30D | +4.6% | -13.2% | +17.7% | +8.2% |
| 3M | +6.8% | -18.5% | +25.4% | +12.2% |
| 6M | +23.1% | -15.4% | +38.6% | +25.3% |
| YTD | +26.0% | +43.6% | -17.5% | +6.9% |
| 1Y | +30.4% | +49.2% | -18.9% | +9.0% |
| 3Y | +85.4% | +190.2% | -104.8% | +16.1% |
| 5Y | +39.7% | +178.2% | -138.5% | -14.3% |
| All | +32.8% | +231.9% | -199.1% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling