-22.4%
IP vs SOXQ
+105.6%
-128.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.4% | -5.1% |
| 7D | -4.6% | +5.2% | -9.8% | -5.3% |
| 30D | -15.3% | -0.5% | -14.7% | -15.3% |
| 3M | +2.7% | -5.6% | +8.3% | +2.4% |
| 6M | -7.4% | +53.0% | -60.4% | -16.8% |
| YTD | -8.8% | +68.8% | -77.6% | -19.5% |
| 1Y | -22.4% | +105.7% | -128.2% | -29.4% |
| All | -22.4% | +105.6% | -128.1% | -29.4% |
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 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