+36.2%
ILMN vs SOXQ
+235.9%
-199.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.2% | -3.0% |
| 7D | -3.9% | +5.2% | -9.1% | -5.5% |
| 30D | +6.9% | -0.5% | +7.4% | +6.9% |
| 3M | +28.1% | -5.6% | +33.7% | +28.1% |
| 6M | +65.0% | +53.0% | +11.9% | +35.5% |
| YTD | +56.3% | +68.8% | -12.5% | +22.2% |
| 1Y | +108.7% | +105.7% | +3.0% | +49.1% |
| All | +36.2% | +235.9% | -199.8% | -29.9% |
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