+74.6%
IBN vs SOXQ
+286.7%
-212.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.5% |
| 7D | -3.0% | +0.8% | -3.8% | -3.2% |
| 30D | -1.5% | -4.6% | +3.1% | -0.7% |
| 3M | +7.9% | -10.2% | +18.1% | +9.2% |
| 6M | +8.6% | +49.7% | -41.0% | -2.8% |
| YTD | -0.6% | +67.2% | -67.8% | -13.3% |
| 1Y | -7.3% | +98.0% | -105.3% | -22.8% |
| 3Y | +26.2% | +237.2% | -210.9% | -13.9% |
| 5Y | +57.8% | +261.3% | -203.5% | +1.4% |
| All | +74.6% | +286.7% | -212.0% | +9.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling