+15.6%
INDA vs SOXQ
+290.2%
-274.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -0.9% |
| 7D | -2.6% | +5.2% | -7.8% | -3.5% |
| 30D | -2.9% | -0.5% | -2.4% | -2.9% |
| 3M | +2.4% | -5.6% | +8.0% | +2.7% |
| 6M | -2.6% | +53.0% | -55.6% | -11.9% |
| YTD | -10.0% | +68.8% | -78.7% | -20.2% |
| 1Y | -7.7% | +105.7% | -113.4% | -21.8% |
| 3Y | +8.9% | +240.5% | -231.6% | -20.3% |
| 5Y | +6.0% | +266.8% | -260.8% | -25.7% |
| All | +15.6% | +290.2% | -274.6% | -20.1% |
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