-6.9%
IDXX vs SOXQ
+29.4%
-36.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.1% | +8.1% | -4.1% |
| 7D | +16.4% | -21.6% | +38.1% | +16.2% |
| 30D | +30.1% | -31.7% | +61.8% | +30.0% |
| 3M | +14.7% | -24.8% | +39.5% | +14.4% |
| 6M | +19.1% | -17.7% | +36.8% | +13.9% |
| YTD | -0.9% | +27.7% | -28.6% | -15.5% |
| 1Y | -6.9% | +26.0% | -32.9% | -20.6% |
| All | -6.9% | +29.4% | -36.3% | -20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling