-45.2%
INTU vs SOXQ
+45.5%
-90.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +2.4% |
| 7D | +8.7% | -12.1% | +20.8% | +4.2% |
| 30D | +25.9% | -22.0% | +47.9% | +16.5% |
| 3M | +10.7% | -15.6% | +26.3% | +5.8% |
| 6M | -11.6% | -2.4% | -9.2% | -11.3% |
| YTD | -45.4% | +45.4% | -90.8% | -43.4% |
| 1Y | -45.2% | +47.7% | -92.9% | -43.5% |
| All | -45.2% | +45.5% | -90.7% | -43.5% |
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 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