+66.7%
IBIT vs SOXQ
+197.9%
-131.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.4% |
| 7D | +1.4% | +5.3% | -3.8% | -0.7% |
| 30D | +20.6% | -3.7% | +24.3% | +22.1% |
| 3M | +23.7% | -7.8% | +31.5% | +25.3% |
| 6M | +15.0% | +58.4% | -43.4% | -10.8% |
| YTD | -10.6% | +68.1% | -78.7% | -32.4% |
| 1Y | -30.3% | +105.4% | -135.7% | -51.7% |
| All | +66.7% | +197.9% | -131.2% | +1.8% |
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