-20.4%
INFY vs SOXQ
+29.4%
-49.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -12.1% | +16.7% | +1.7% |
| 7D | +4.9% | -21.6% | +26.5% | -0.3% |
| 30D | +21.3% | -31.7% | +53.0% | +12.5% |
| 3M | +2.6% | -24.8% | +27.3% | -2.8% |
| 6M | +4.9% | -17.7% | +22.6% | -2.8% |
| YTD | -26.6% | +27.7% | -54.3% | -35.4% |
| 1Y | -20.4% | +26.0% | -46.4% | -30.2% |
| All | -20.4% | +29.4% | -49.8% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling