+36.0%
IGV vs SOXQ
+290.2%
-254.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | -1.5% | +5.2% | -6.8% | -3.9% |
| 30D | -3.0% | -0.5% | -2.5% | -3.0% |
| 3M | +9.6% | -5.6% | +15.2% | +9.3% |
| 6M | +16.1% | +53.0% | -36.9% | -12.6% |
| YTD | -3.6% | +68.8% | -72.4% | -32.0% |
| 1Y | -7.8% | +105.7% | -113.6% | -42.4% |
| 3Y | +40.0% | +240.5% | -200.5% | -40.2% |
| 5Y | +21.2% | +266.8% | -245.6% | -51.5% |
| All | +36.0% | +290.2% | -254.2% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling