+10.6%
IOT vs SOXQ
+45.5%
-34.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.1% | +7.3% | +3.7% |
| 7D | -0.5% | -12.1% | +11.6% | -2.1% |
| 30D | +1.0% | -22.0% | +23.0% | -2.4% |
| 3M | +10.9% | -15.6% | +26.5% | +8.8% |
| 6M | +39.9% | -2.4% | +42.3% | +36.6% |
| YTD | +20.8% | +45.4% | -24.6% | +8.0% |
| 1Y | +10.6% | +47.7% | -37.1% | -1.0% |
| All | +10.6% | +45.5% | -34.9% | -1.0% |
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