+171.2%
INTC vs SOXQ
+232.9%
-61.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +0.8% |
| 7D | +7.5% | +0.8% | +6.7% | +6.9% |
| 30D | +2.0% | -4.6% | +6.5% | +7.2% |
| 3M | -12.0% | -10.2% | -1.8% | -0.4% |
| 6M | +114.5% | +49.7% | +64.9% | +54.1% |
| YTD | +179.0% | +67.2% | +111.7% | +84.0% |
| 1Y | +318.3% | +98.0% | +220.3% | +140.8% |
| 3Y | +171.2% | +237.2% | -65.9% | -7.6% |
| All | +171.2% | +232.9% | -61.7% | -7.6% |
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