-28.9%
IP vs SOXQ
+243.8%
-272.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -0.9% | +16.4% | -17.3% | -4.6% |
| 30D | +6.7% | -13.9% | +20.6% | +10.1% |
| 3M | -16.6% | -15.1% | -1.4% | -13.8% |
| 6M | +6.0% | -10.2% | +16.2% | +6.2% |
| YTD | -10.7% | +48.7% | -59.4% | -23.2% |
| 1Y | -6.7% | +48.9% | -55.6% | -19.9% |
| 3Y | +17.1% | +197.4% | -180.3% | -21.8% |
| 5Y | -14.6% | +188.2% | -202.7% | -47.6% |
| All | -28.9% | +243.8% | -272.7% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling