-16.9%
INFQ vs SOXQ
+44.8%
-61.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.4% | +0.4% |
| 7D | +2.4% | +2.3% | 0.0% | 0.0% |
| 30D | +9.6% | -3.9% | +13.5% | +14.7% |
| 3M | -4.6% | -4.7% | +0.2% | -8.5% |
| 6M | +6.7% | +47.9% | -41.2% | -50.0% |
| All | -16.9% | +44.8% | -61.6% | -59.3% |
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