+57.6%
IR vs SOXQ
+288.7%
-231.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.2% |
| 7D | +0.6% | +5.3% | -4.7% | -1.6% |
| 30D | -13.6% | -3.7% | -9.9% | -12.4% |
| 3M | +3.7% | -7.8% | +11.5% | +5.2% |
| 6M | -13.1% | +58.4% | -71.4% | -32.7% |
| YTD | -5.1% | +68.1% | -73.3% | -29.0% |
| 1Y | -6.5% | +105.4% | -111.8% | -37.1% |
| 3Y | +8.5% | +239.2% | -230.7% | -45.4% |
| 5Y | +43.3% | +266.9% | -223.6% | -33.5% |
| All | +57.6% | +288.7% | -231.2% | -27.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling