-2.1%
IGV vs SOXQ
+111.3%
-113.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -2.7% |
| 7D | -4.5% | +2.3% | -6.9% | -4.8% |
| 30D | +3.2% | -2.3% | +5.5% | +3.4% |
| 3M | +4.5% | -13.8% | +18.3% | +5.8% |
| 6M | +22.1% | +48.6% | -26.5% | +5.8% |
| YTD | -1.0% | +66.0% | -67.0% | -18.3% |
| 1Y | -2.1% | +107.9% | -110.0% | -26.7% |
| All | -2.1% | +111.3% | -113.4% | -26.7% |
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