+7.0%
IDXX vs SOXQ
+232.9%
-225.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -0.8% |
| 7D | -5.7% | +0.8% | -6.5% | -5.9% |
| 30D | -11.5% | -4.6% | -7.0% | -10.7% |
| 3M | -9.5% | -10.2% | +0.6% | -8.4% |
| 6M | -16.0% | +49.7% | -65.6% | -29.1% |
| YTD | -25.4% | +67.2% | -92.6% | -39.7% |
| 1Y | -21.8% | +98.0% | -119.8% | -40.9% |
| 3Y | +7.0% | +237.2% | -230.1% | -41.9% |
| All | +7.0% | +232.9% | -225.9% | -41.9% |
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