+12.2%
IOT vs SOXQ
+111.3%
-99.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.4% | +3.8% |
| 7D | -2.3% | +2.3% | -4.7% | -2.3% |
| 30D | +3.8% | -2.3% | +6.0% | +3.7% |
| 3M | +14.2% | -13.8% | +27.9% | +14.9% |
| 6M | +40.1% | +48.6% | -8.5% | +22.2% |
| YTD | +13.4% | +66.0% | -52.6% | -8.9% |
| 1Y | +12.2% | +107.9% | -95.7% | -35.0% |
| All | +12.2% | +111.3% | -99.2% | -35.0% |
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