+293.0%
IBKR vs SOXQ
+232.9%
+60.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.4% |
| 7D | -1.3% | +0.8% | -2.1% | -1.7% |
| 30D | -0.2% | -4.6% | +4.3% | +1.9% |
| 3M | +3.0% | -10.2% | +13.1% | +6.2% |
| 6M | +33.9% | +49.7% | -15.8% | +4.7% |
| YTD | +42.5% | +67.2% | -24.7% | +5.5% |
| 1Y | +44.9% | +98.0% | -53.1% | -1.0% |
| 3Y | +293.0% | +237.2% | +55.8% | +127.2% |
| All | +293.0% | +232.9% | +60.1% | +127.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling