+89.5%
INTC vs SOXQ
+279.9%
-190.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -2.9% | -3.2% |
| 7D | +9.4% | +2.3% | +7.1% | +7.4% |
| 30D | +2.7% | -3.9% | +6.6% | +6.8% |
| 3M | -6.3% | -4.7% | -1.6% | 0.0% |
| 6M | +114.5% | +47.9% | +66.6% | +62.3% |
| YTD | +171.9% | +64.3% | +107.5% | +91.2% |
| 1Y | +305.0% | +95.7% | +209.3% | +150.2% |
| 3Y | +168.3% | +231.5% | -63.2% | +10.5% |
| 5Y | +102.3% | +255.0% | -152.7% | -25.0% |
| All | +89.5% | +279.9% | -190.4% | -31.4% |
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