-15.8%
INFQ vs SOXQ
+47.3%
-63.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.5% | -0.6% |
| 7D | +2.1% | +0.8% | +1.3% | +1.3% |
| 30D | +6.1% | -4.6% | +10.7% | +11.7% |
| 3M | -7.1% | -10.2% | +3.1% | -2.7% |
| 6M | +14.8% | +49.7% | -34.9% | -46.8% |
| All | -15.8% | +47.3% | -63.2% | -59.5% |
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